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Biotech / Medical : Biotech Valuation
CRSP 56.76+0.7%2:14 PM EST

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To: LLCF who wrote (405)9/29/1999 11:39:00 PM
From: Vector1  Read Replies (1) of 52153
 
Wow, David that post was from 1997. I still stand by it. I believe that Bex will be a $300m drug 3 to 4 years after approval. That is if they can ever get the BLA filing accepted. I guess you have to walk before you can run.
Bex will have less of a lead over Y2B8 assuming that drug is approvable but from the data I have seen Bex is superior in both efficacy as well as fewer side effects. IDPH should report on its multi center phase III for Y2B8 in Q1 2000. The data from those trials will be very telling.

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