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Biotech / Medical : Biotech Valuation

CRSP 55.61

-1.2%

12:52 PM EST

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To: Michael Young who wrote (14182)	11/17/2004 4:12:53 PM
From: former_pgs	Read Replies (1) of 52153

The high incidence of serious myelosuppression with Revimid has always been a concern. This article, if accurate, seems to make some of those fears come true. Any delay for Celgene's Revimid timeline will obviously have an impact on share price. They recently pushed back the myeloma indication somewhat and put MDS to the forefront. If MDS gets pushed back as well, the company may lose some of the good faith that they had built up with investors. Also, Celgene has a history of the FDA subtly sending their NDAs back to the drawing board (see protracted Thalidomide approval process for myeloma). If Revimid gets caught in that same cycle due to its side effects, that would be a serious blow.

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