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Biotech / Medical : Biotech Valuation

CRSP 56.61

-0.6%

3:59 PM EST

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To: Robohogs who wrote (7536)	12/18/2002 3:59:38 PM
From: Vector1	Read Replies (4) of 52153

Jonathan, I agree. I must be missing something as well. I think the concern is the size of the market. Zev has not exactly gotten off to a blockbuster start. Both Zev and Bex require coordination between an oncologist and a nuclear medicine specialist. Analyst estimates for Bex range from $100m to $300 at peak. I think the ultimate number will be at the top of the range. Rit is a terrific drug in that it is easy to administer, is nonToxic and temporarily stops the disease. All patients will eventually fail Chemo and Rit. Bex and Zev are the salvage options. I believe long term Bex will show better long term efficacy. V1

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