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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: ewolf who wrote (9589)5/11/2003 2:09:01 PM
From: Vector1  Read Replies (2) of 9719
 
Thanks ewolf but it is too early to declare victory especially with the history here. Nothing would surprise me. As far as the market I think Bex will eventually be a $300m drug. I am in the minority in that belief. Given Zevs start most analysts and fund managers think its more like a $100m at peak. IDPHs sales force must be highly conflicted in selling zev. The company is built on Rit. I also think it is critical for Corixa to get the long term results for some patients on the label. I think that is where the delay is coming from.

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