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Biotech / Medical : MedImmune

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To: Shlepper who wrote (72)	9/3/1997 9:57:00 PM
From: Pseudo Biologist	of 416

Hi Shep, not (even close to) retiring, but still enjoying the MEDI rise. I just came back from vacation and was pleasantly surprised to see a biotech portfolio in the black for the first time in months. As to where MEDI will end up, the man who replaced Hecht (the ML man) at Morgan Stanley has a 12-month target of $36. The analyst (Lind) anticipates BLA filing in the fourth quarter of 97 and expects MedImmune to announce an alliance for marketing of MEDI-493 outside the US also in the fourth quarter. BTI-322 (is this the mouse version of MEDI-507?) is expected to complete phase II trials before the end of 1997; this is for graft vs host disease, a very tough condition; if results are less than stellar it may present a buying opportunity? Lind's valuation model for MEDI does not include any revenues from BTI-322 or from MEDI-507 at the moment. Going back to 493, I talked to a neonatologist who thinks this may turn out to be a pretty useful product as advances in saving very premature babies may result in a larger population of BPD patients. And the latter are the at-risk ones for serious RSV infection.

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