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Biotech / Medical : Biotech Valuation
CRSP 56.87-2.3%Dec 5 9:30 AM EST

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To: Biomaven who wrote (3009)2/27/2001 7:15:17 PM
From: Michael Young   of 52153
 
>>However, by going with QTRN as the marketing partner rather than a big pharma, they have likely reduced their peak sales quite a bit. Further, it is tough to change long-established ER practice, and so early sales could be slow.>>

I must admit I'm not counting on those high revenue estimates. Seems pretty much like guesswork at this point. Although the VMAC trial data released in November has changed my outlook on the drug's potential.

I'm not worried about the QTRN deal. Any reduced sales are more than made up for by SCIO's increased take of the total pie. I have no doubt that QTRN can field a competent sales force of 150+ who can aggressively market the drug.

MIKE
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