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Biotech / Medical : Celgene-CELG

CELG 108.24

0.0%

Nov 22 4:00 PM EST

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To: tom pope who wrote (742)	3/27/2008 12:27:27 PM
From: tuck	Read Replies (2) of 804

>>Vidaza currently splits the US market in the treatment of MDS with Dacogen. But it could potentially pick up additional penetration if the Dacogen survival data expected around mid-year is not as good Vidaza’s reported 9.4 month improvement (24.4 mos vs. 15 mos).<< Dacogen is a prodrug of Vidaza, so I wouldn't expect survival to be much different. But who knows, a slight botch in trial design could leave Dacogen showing a disadvantage. I don't buy that thesis, so I don't buy the thesis that Vidaza will gain ground against Dacogen. I put odds of that at less than 50:50, FWIW. That said, CELG appears to be hitting on all cylinders. I had a successful put sale on CELG a while back, but the stock has refused to pull back into my buying range recently, which is certainly a good thing for shareholders. Cheers, Tuck

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