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Biotech / Medical : Biotech Valuation

CRSP 53.85

-4.5%

Jan 9 3:59 PM EST

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To: scaram(o)uche who wrote (8772)	6/27/2003 3:52:24 PM
From: Biomaven	Read Replies (4) of 52153

Well I think something of the mystery of MEDI-507 was revealed at today's MEDI analyst meeting. Sounds to me like MEDI thinks Vitaxin has a better shot for psoriasis, and my guess they've had that in the back of their minds for ages. But they do seem to be pushing ahead with 507 in T-cell lymphoma/leukemia - seems promising, but smallish market (15% of total NHL market). Incidentally, I think Flumist is going to be a very big drug - interesting that they are going to try to market it via pharmacies wherever possible (most states already allow pharmacists to perform immunizations). I think they will have no trouble at all selling out this year's production (4-5m doses if I recall correctly), and assuming no lurking safety/efficacy issues emerge I think this will be a billion dollar drug within 5 years. Lots of other interesting stuff going on as well - notable that AMEV-partnered Vitaxin and Numax (second generation Synagis) were both very prominent in today's presentation. Peter

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