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Biotech / Medical : MedImmune

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To: tuck who wrote (261)11/18/2003 11:48:32 AM
From: rkrw  Read Replies (1) of 416
 
I agree with your comments. Harp (DB) is taking it too far imo. I'm surprised at how rash he's being.

$15 would take medi to a PE <20 and <4X sales.

This was Wyeth/Medi's first season selling flumist. There's probably a learning curve and I think it's far too soon to call flumist a bust. And if Harp is right, all they have to do is lower the price!

Just a minor correction to your prior post, if I heard Young correctly on the cfsb replay: the numax timeline guidance was:
*Phase I adult healthy, now
*phase I pediatric, this coming RSV season (03/04)
*phase II southern hemisphere summer 04
*phase II northern hemisphere Winter 04/05
*phase III pivotal superiority study Winter 05/06
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