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Strategies & Market Trends : Galapagos Islands
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To: tuck who wrote (16135)12/11/2002 12:17:14 PM
From: Techplayer  Read Replies (1) of 57110
 
tuck,

So far so good with NVLS. After yesterday, I will hold off for now.

Thanks for your insights on MLNM. I am in the process of studying MLNM's products. MDCO news would certainly have an effect on MLNM. According to a 12/6/02 S&P report, expectations for Integrilin are a $billion and MLNM has about a billion in cash. Apparently, Velcade was not expected until 2005 so a push for approval by the end of next year would provide a big boost.

Good luck with NVLS.

Brian
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