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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: sim1 who wrote (8339)10/16/2000 11:33:19 PM
From: Vector1  Read Replies (2) of 9719
 
Stuart, my question is why did CLTR sell at this point. They are less than 30 days from the BLA being accepted and 5 months from approval. Why not wait the 30 days. The stock price would likely be quite a bit higher. Although I think consolidation in general is a good thing I like CLTR as a pure play. Bex is misunderstood and underrated. Where do they come up with $100m peak sales. Most analysts have the number in excess of $300, a number I agree with. When is IDEC going to file Zev. Do are they going to get fast track. We will see.
The CEO of Corixa has a reputation as a ruthless deal maker. I think he got a bargain in CLTR. Isn't this the same guy who used to be the CEO of Imunex.

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