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Biotech / Medical : IMNR - Immune Response

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To: Charles Hill who wrote (143)10/23/1997 11:52:00 PM
From: Mark B. Martell, CCM  Read Replies (1) of 1510
 
That is somewhat true. It is an overused statement however. First in can be overtaken as long as the next several entrants bring a differentiated solution to the forefront, one with fewer side effects and stronger indications. Market penetration is based on a whole host of factors. I would agree that first in is a factor, but that best in tends to take the most market share. We'll see. It's a huge market potential. The key for IMNR is finally getting some compounds to the market. They may have strong R&D, but without some non-debt laden capitalization, cash flows will be harder to come by. I like the fact that the owners are taking on personal debt to infuse capital in the company. That's faith backed with deeds. Good luck. November should prove to be an interesting month for this company. The market is expecting something regarding the success of Remune.

Mark
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