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Biotech / Medical : Biotech Valuation

CRSP 51.66

-1.6%

9:54 AM EST

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To: Sam Citron who wrote (9689)	12/8/2003 1:09:54 AM
From: Biomaven	Read Replies (2) of 52153

I think it was a combination of a somewhat restrictive label, the need for freezers (which not all doctors have), the short time between final approval and the 'flu season and some amount of ineptitude on the part of Wyeth who is ultimately responsible for sales and marketing. Clearly they misjudged the pricing - my guess is that if they had been more moderate to begin with they might have gotten more insurance coverage. At this point because of the vaccine shortage I would think they should be able to sell out their 5 million doses if they do some quick advertising and detailing. On that basis MEDI is probably cheap, particularly if they can show an efficacy improvement in the current year's flu season (they are running some comparative trials) to help them in future years. Peter

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