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Biotech / Medical : Biotech Valuation

CRSP 51.59

-1.1%

3:59 PM EST

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To: Ian@SI who wrote (8261)	5/5/2003 9:34:47 PM
From: Miljenko Zuanic	of 52153

Ian, <<All the same, I expect some form of limited approval in July at the very least.>> Expanded access program saved Iressa, from approvable. Velcade, in addition to ~300 MM subjects, have +600 pts safety database. Plus ~400 pts from ongoing trials, some of them to be presented at ASCO. IF there is no significant safety concern, Velcade will be on market before 3Q-end.JIMHO Miljenko

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