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Biotech / Medical : CLTR COULTER PHARMACEUTICAL

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To: LLCF who wrote (231)7/23/1999 11:46:00 AM
From: Vector1  Read Replies (1) of 666
 
David,
Eric ENde, of Lehman, who is a major IDPH bull issued a report today projecting Bexxar year 3 sales at almost $300m. The report is based on Rutuxan keeping a dominant first line share and Bexxar being limited to salvage therapy. However, Eric believes that Bexxar will be premium priced at $12,500 a patient. He believes that HAMA response and bone marrow toxicity will keep Bexxar from becoming a first line therapy. He is wrong.

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