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Biotech / Medical : CLTR COULTER PHARMACEUTICAL
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To: RWReeves who wrote (411)12/3/1999 1:26:00 PM
From: Gordon James  Read Replies (1) of 666
 
RWR,

A time honored function of marketing is to take problems and make them into features.

Interesting that your reaction to Bex's dosimetry (repackaging problems as features) is similar to how I've seen Zev's attempt to dispose of dosimetry (taking lemons and making lemonade). I still lean toward the idea that radioimmunotherapy will likely be safer and more effective when dosimetry a la Bex is employed, and in order for Bex to be "vulnerable to a cheaper, easier therapy", that therapy has a seemingly high hurdle to cross first IMO - must be proven at least as safe and effective as Bex without the dosimetry dose-tweaking that optimizes the Bex dose. If a competitor like Zev proves unable to match Bex results for safety and efficacy, I don't think that easier administration will even the score, especially with the FDA. But if a competitor like Zev is able to prove at least comparable safety and efficacy along with less complicated administration, then I have to agree with you, that competitor will certainly have an edge in that area. In any case, it's an interesting point that you make, I'm going to have to give it some more thought.

FWIW, I don't buy the argument we've heard on WBI - will post sometime on that when I get a chance.

Gordon
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