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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: Vector1 who wrote (9511)	1/30/2003 1:30:02 PM
From: Icebrg	Read Replies (1) of 9719

V! >>Spending at an alarming rate>> Some of this is tied to their R&D early cooperations and there is revenue to match. >>Obesity program a failure>> But was it in the stock price? >>$560m of debt coming due>> 600 actually. Yes, that is a concern. >>IMO Velcade has less than 50% chance of approval on phase II trial>> 80-90 % I would say. These were good results for patients who didn't have many other options. Considering ODAC voted in favor of Iressa, I can't see how or why they should turn down Velcade. >>Integrin is a good product but modest growth ahead.>> Yes, it will slow down. Velcade is the key for this year. In combination with how they will be handling their debt. Erik

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