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Biotech / Medical : Biotech Short Candidates

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To: keokalani'nui who wrote (425)	2/28/2003 1:39:42 PM
From: tuck	Read Replies (3) of 897

What does DTC stand for? FluMist looks good. Reimbursement has doubled (to $8), though that still means a fair amount out of pocket for the user at the projected price. MEDI and WYE have apparently done plenty of price studies and are content for a high price/low volume operation. Further the supplies for the 03-04 flu season look weak, so MEDI could be selling into a vacuum there. And they seem to be on target for launching in time for that season. Manufacturing and labeling, as well as CDC ACIP recommendations all look to be ready in plenty of time. Not going to bet against it. Any other ideas? Cheers, Tuck

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