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Biotech / Medical : Celgene-CELG

CELG 108.24

0.0%

Nov 22 4:00 PM EST

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To: LLCF who wrote (466)	9/27/2000 11:00:40 PM
From: Miljenko Zuanic	Read Replies (1) of 804

I do not see this as big issue. T and D combination toxicity seams as sort of anti-inflammatory and pro-immunostimulatory combination. Somehow D itensify T skin toxicity (and, my guess, maybe T efficiency as anti-cancer agent in MM). Major problem (and reason that I eliminate my small CELG position for second time) is no real plan (no real marketing plan) at CELG when issue is T+chemo. Company present MC at ~3.5 BB is more than many SHs did hope for. Miljenko

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