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Biotech / Medical : CLTR COULTER PHARMACEUTICAL

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To: Gordon James who wrote (410)11/29/1999 9:12:00 PM
From: RWReeves  Read Replies (2) of 666
 
A time honored function of marketing is to take problems and make them into features. I can't help thinking Bex's dosimetry is like that. The whole dosimetry shuffle will increase the complexity and cost of the treatment and make it vulnerable to a cheaper, easier therapy. I still have trouble with the idea of a gamma emitter coupled to the specificity of an antibody for delivery- I think somebody succinctly posted a while back that just the WBI from the hot Iodine without the Ab would likely give you equivalent results.

I have to wonder if the market isn't really looking for a dose calculated on the normal parameters instead of titration. Of course, this is long run, immediately, efficacy will do the trick. Efficiency comes later.

Sorry this sounds like Short Stuff, I've been long on them several times but feel the world is catching up to them quickly.

RWR
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