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Biotech / Medical : Centocor ( CNTO )

CNTO 0.00001000

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Mar 7 3:00 PM EST

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To: David S. who wrote (789)	9/27/1998 11:40:00 AM
From: Robohogs	of 965

Hmmm. let's see. Let's pretend I'm an investment banker for Roche/that German firm who sold Retavase. Yeah, let's go tell the world who else bid how much for Retavase - I don't think so. IBankers and companies never disclose who bid and how much. For all we know, there were no other bids but the bankers hoodwinked CNTO or there were ten other bids, some higher but the company figured CNTO would be the least effective competition of those bidding a lot. Who knows? As for Remicade, who yet knows if it will even work. November's meetings could kill this stock or launch it higher. Embrel will be on the market longer and could kill Remicade with its easier administration. But let's see - twice weekly and needs to be done just right or problems or once every month or two depending on trials. Hmm, both drugs have some bad side effects. Insurers hate to pay for at home drugs. Need to test for side effects. Completely new treatment area. Just maybe doctors will prefer to see patients in front of each monthly/two monthly treatment and perhaps insurers will be more likely to pay. As for that device, it is way too intrusive if these other treatments work.

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