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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: Vector1 who wrote (1250)6/17/1997 11:39:00 PM
From: Pseudo Biologist   of 9719
 
Vector, thanks for the rundown. Coulter's third analyst is from H&Q. He uses a $8,000 per patient number in his model (says up to $10,000 is reasonable). He is very conservative on comparing Bexxar's data with IDEC's (either naked chimeric or radiolabeled muring version) molecules. Patient populations in each trial are not the same necessarily (when one looks in detail), and end points not always comparable. Either way, he is still very positive on Coulter. Also, it seems as if some new data from IDEC looks even better than the earlier one (as discussed in the IDEC board). How can this be if it is the same drug? (asked the pseudo rethorically --) Well, maybe the above conservatism is justified.

Coulter's Super-Leu-Dox technology is also quite interesting; they expect to start clinicals lin late 97 or early 98. An early version (Leu-Dox) has been in clinicals in trials done by their Belgian collaborators.

One last thing; it is almost 6 months (180 days) since CLTR's IPO, and 180 days appears to be the length of the lock-up period. It may account for the recent weakness as traders try to anticipate this event.

Last, but not least, enjoy the shore and stay away from the casinos -- may run into "the Donald."

PB
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