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Biotech / Medical : CLTR COULTER PHARMACEUTICAL
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To: Pseudo Biologist who wrote (68)12/4/1997 1:37:00 AM
From: Vector1  Read Replies (1) of 666
 
Not so Psuedo Stock Analyst,
Max, your comparison of Rixutan and Bexxar was excellent. I am long CLTR but am not a bear on IDEC. I think there is room in the market for both drugs. Bexxar is more of a one shot approach. Bang, one radioactive zap and at least from the prelim data you have a good shot of wiping the disease out. My understanding there are patients from the early phase IIs who are still disease free after over 18 months.

Interesting that Bexxar is going after approval by showing its efficacy against salvage patients. Ironically, I think the best use will be to try Bexxar as a first line instead of going through CHOP Chemo which will make the patient very sick for quite a while or even CHOP plus Rixutan which will still make the patient sick as hell. Bexxar's side effects are fairly mild and short term. If it works it will save money and pain and suffering. If it is ineffective then you can go to CHOP plus Rixutan. The beauty of Rixutan is that its side effect profile is so mild and the body does not build up antibodies against it. As a result it can be used as a profilactic after Chemo or Bexxar even when the patient shows no more signs of the disease or to control the disease if it comes back.
Final point is one of valuation. Even at current levels CLTR's valuation is a fraction of IDECs and IDEC has sold away much of the value of sales to Genentech. Many view CLTR's lack of a marketing partner a negative but by holding out for so long they will be able to strike a deal where they will keep the lion share of the revenue from sales.
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