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The phase III of MEDI-493 is not "a better application of a new drug",
but a new drug - a monoclonal antibody to treat RSV infection, rather
than the polyclonal RespiGam currently on the market. Monoclonal is
better because it's safer, cost less to make (I think), easier to
give, and it's all MedImmune's - no need to share revenues with the
state of Massachusetts. Should be on the market for the 1998-99 RSV
season; with start-up costs and all, I'd be surprised if it's a money-
maker before 1999, maybe even 2000 - but after that, I think it will
do very well. Should be widely accepted, and the only thing better
on the horizon that I know of is a vaccine, but there are problems
with that, too, discussed in earlier posts on this thread. All in
all, I think MEDI's future rests in its wide variety of drugs in
development, not in MEDI-493, which may be enough to put them in the
black, but I don't think will make any of us rich. Just my guess.
Bob |