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Strategies & Market Trends : Galapagos Islands
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To: Libbyt who wrote (49403)12/11/2003 6:36:59 PM
From: tuck  Read Replies (2) of 57110
 
Re: MEDI

Well, one aspect of the equation seems to be changing quickly: insurers are starting to cover FluMist, at least in certain areas. While other vaccine suppliers are upping shipments. Yet the CDC may a buy a slug for an unknown discount. Just forget which way I'm leaning on MEDI. I officially throw my hands up and return to my original thesis: "who knows?" Logistical issues are still there, but it looks more likely now that they'll sell their inventory, or at least the part that is OK (which is most of it, though there have been reports of returns due to insufficient cooling in transit).

Cheers, Tuck
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