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Biotech / Medical : momo-T/FIF

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To: Robohogs who wrote (3072)	9/14/2005 6:48:25 PM
From: former_pgs	Read Replies (1) of 12215

I have to admit that the Celgene situation is confusing. If Celgene is talking about labeling, maybe they're going to be working the FDA so that the agency accepts the current dosing as a starting point but includes strict guidelines for dose attenuation or interruption as a result of the side effect profile. Kind of a STEPS program, but for quick reduction of Revlimid dose... another inconvenience for Celgene in exchange for getting the drug on the market. Maybe they're going to be the first company around that negotiates outright for a black label ;-) Tough call. But I still think the valuation is pretty high right now.

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