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Biotech / Medical : Biotech Valuation

CRSP 56.22

+1.6%

3:59 PM EST

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To: Sam Citron who wrote (9717)	12/10/2003 7:06:02 PM
From: Biomaven	Read Replies (2) of 52153

Well I hope that my being long MEDI sufficiently offsets my "negative tone" - I wouldn't want to confuse anybody. <g> On ABC News tonight there was a fairly long piece on the Flumist alternative. Some interesting nuggets: - a comment from an insurance-type person that some companies in states where there is an epidemic are "re-evaluating" their insurance (presumably non-)coverage of Flumist. - a comment from one Dr Sam Katz from Duke that Flumist is "probably" more effective against this strain than the standard vaccine. - a comment from (I think) the CDC that people should consider Flumist (if they are eligible). There was even a picture of someone getting a Flumist spray - "That was easy" said the victim. So if MEDI can't sell out their 5 million doses after all this then something is seriously wrong. I think one key sign will be whether they abandon the rebate. Peter

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