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

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To: sammaster who wrote (343)1/18/2006 7:44:42 AM
From: DewDiligence_on_SI   of 447
 
do you think being a selective vegf inhibitor will not give [Macugen] a better side effect profile than lucentis?

I’m not convinced that Macugen’s safety profile will help it retain sales. Safety isn’t much of a drawing card when efficacy is marginal.

do you think that tarceva growth can make up for the shortfall in macugen sales?

That depends on what your definition of shortfall is :-)

do you think their price has dropped far enough to discount loss of macugen sales already?

Possibly it has, but I haven’t followed the cancer and diabetes sides of the business closely since I sold the stock about a year ago. Regards, Dew
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