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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: dalroi who wrote (9469)12/17/2002 7:04:44 PM
From: Vector1  Read Replies (2) of 9719
 
Yes Stefaan, the biotechs should do well tomorrow. Especially CRXA and MEDI. Interesting listening to the FDA explain the Bex delay. Apparently the initial filing had huge amounts of missing information. I think the case reviewer said that over 90% of the case reports were incomplete. In addition Coulter, had used three different companies to manufacture Bex. The FDA was complimentary of CRXA.

Also while the panel members did not think there was sufficient evidence to say Bex is better than Zev they are very interested in a comparison study and one panelist all but said Bex is superior.

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