OSI Pharmaceuticals (OSIP) - formerly Oncogene Message Board

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Biotech / Medical : OSI Pharmaceuticals (OSIP) - formerly Oncogene

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To: Doc Bones who wrote (273)	10/10/2005 6:58:18 PM
From: tuck	Read Replies (1) of 447

Thanks, Doc, I gathered from another source that DNA talked about inventory drawdown. A YMB poster listening to the call (I can't right now: PC to close to sleeping significant other) also managed to decipher the thick accent of a DNA manager who answered a Tarceva question with "penetration of Tarceva for its FIRST indication - in lung cancer, went up from 25% to 29% in one quarter!" Interesting how the scrip numbers weren't telling the short term tale, but they will tell in the long term. No happy at being down a bit, but happy to hold, and might even add at these levels. Cheers, Tuck

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