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Biotech / Medical : IDPH--Positive preliminary results for pivotal trial of ID
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To: billkirn who wrote (983)6/11/1997 2:07:00 PM
From: I. Luttichuys   of 1762
 
Hello Billkirn,
That article is a word-for-word repeat of an article which, I believe, appeared in the WSJ some months ago. I recognize that paragraph exactly.
There was some discussion on the thread about CLTR and IMGN before.
My understanding is that IMGN is not a problem for us. They are not very far along.
CLTR is further along but not as far along as IDEC. In business, a 6 to 12 month lead can be a long time. CLTR's candidate has good efficacy but they are experiencing greater toxicity than IDEC. My personal belief is that with similar efficacies and lower toxicities, as well as being to market first IDEC will take the lion's share of the market.
Brad can give you more details on your question as he is very up on it and I am sorry my response is short but I have some obligations at the moment.
BENNETT
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