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Biotech / Medical : OSI Pharmaceuticals (OSIP) - formerly Oncogene
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To: DewDiligence_on_SI who wrote (373)3/8/2006 9:48:39 AM
From: david nordic  Read Replies (1) of 447
 
2. Reason for the $100 cut in revenue guidance: OSIP underestimated the threat from an “early” (i.e. mid-2006) Lucentis launch and the off-label use of Avastin in AMD.

Its too early to call.
Some Insurance is not paying.
AMD patient avg. age is 72. Safety risk labeling will be factor. Off label Avastin/Lucentis safety profile has just come to light prior to FDA/EMEA review.
There is another webcast friday.

90% of the webcast was about Macugen.
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