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Biotech / Medical : MedImmune

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To: Arthur Radley who wrote (257)11/17/2003 9:12:10 PM
From: tuck  Read Replies (1) of 416
 
Yeah, and what's really amazing to me is that folks who are bullish on IDBE's FluInsure have bid that stock up so much and given only a little back recently -- despite the fact that it takes two doses of FluInsure to achieve efficacy. Twice the sales? Not if no one even wants to pay for one. I'll bet you this starts to sink in soon, and IDBE will continue to give it back, too. Until it becomes a fairly valued bioterror stock, like, uh, VaxGen.

MEDI's fortunes will now ride more heavily on AMEV's drugs. What else does MEDI have in the pipe? Not much that I can recall off of the top of my head. Go NuMax! Go Vitaxin!

Cheers, Tuck (whose Mom owns AMEV, which stock has powered his '03 stock picking portfolio into the lead of late) (Congrats on Flamel!)
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