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Biotech / Medical : Centocor ( CNTO )
CNTO 0.000010000.0%Mar 7 3:00 PM EST
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To: edna lipiner who wrote (618)4/2/1998 11:18:00 PM
From: Robohogs  Read Replies (1) of 965
 
Sorry for my seeming earlier panic - this stock's sudden 4-10 point moves finally overwhelmed me. I did keep 1000 shares (1/2 position) based on various posts and based on Merrill reiteration of Focus One list. Merrill analyst commented that he was surprised by unstable angina indication but that he was not changing his estimates for Centocor eps or Reopro sales. He maintained 1-1 status and indicated that April could be a difficult month but that now was a time to buy.

General consensus seems to be that there are two camps (i.e., there is no general consensus). One camp is having orgasms over CORR (they talk Reopro down and ooze about Corr's greatness - includes To at DMG and this doctor at AmeriCal (sp?)). The other camp discusses the data and how CNTO will have to be the standard of choice to avoid lawsuits. While CORR indication is 4x as large as Reopro, I have to believe that CNTO will get some off-label use (maybe a lot therefore ramping sales earlier than expected) while CORR will get $0, yes $0 (or close) of angioplasty sales. How could any doctor in good conscious use CORR given CNTO's test data in this area.

I am still worried about the Avakine situation, although early review must mean something to hope for. Let's hope for a partner soon.

By the way, I finally did join full time (so I could post this message). Here's to many future profits and 10K on the Dow by late summer (the bubble gets bigger).
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