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Biotech / Medical : Biotech Short Candidates
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To: prophet_often who wrote (23)1/17/2001 7:03:42 PM
From: tuck  Read Replies (1) of 897
 
prophet_often,

Thanks for your thoughts. I found the article confusing at first, because it seems to contradict itself in two adjacent sentences:

" . . . $100 million in excess supply and increases in production yield led him to cut his 2001 sales figures by 16 percent to $808 million from $964 million. However, tightening Enbrel supplies are also a concern for Immunex as the year progresses."

The only way this makes any sense is that Enbrel has little shelf life. Haven't researched that aspect. Do you know if that is so?

Cheers, Tuck
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