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Biotech / Medical : idb/to..idbe/nas long term growth

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To: keokalani'nui who wrote (63)2/13/2003 10:20:08 AM
From: tuck  Read Replies (1) of 85
 
ML, defending MEDI, feels that the fact that it takes two FluNsure doses for efficacy confers advantage to FluMist. If the advanced formulation gets it to one, then that advantage goes away, and the market for younger and older folks is still up for grabs, too. Further, if the design of the field study is any different, the one dose regimen still has a chance. Still, that's a lot of "ifs," and ML is definitely correct in pointing out that it's a long way from the market.

IDBE flirted with firework status on the open today, despite that note from ML. Worth keeping an eye on in case of weakness.

Cheers, Tuck
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