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Biotech / Medical : Analysts and Calls - JP Morgan

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To: tuck who started this subject3/19/2003 6:13:08 PM
From: tuck   of 3
 
[Maged Shenouda - Versicor]

The split is over two week follow-up results of antifungal therapy pitting VERS' against fluconazole. Thomas Dietz of Pacific Growth says that in the real world, therapy would be continued, and thus relapses resulting from cessation of treatment are irrelevant. I would tend to agree, as does Fulcrum (who reiterated). But JP Morgan's analyst Maged Shenouda, says the inferior follow-up data puts it a commercial disadvantage to Merck's Cancidas.

Message 18713250

Message 18720424

Anyone want to take sides, or shall we wait a couple of years for time to tell?

Cheers, Tuck
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