Centocor ( CNTO ) Message Board

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Biotech / Medical : Centocor ( CNTO )

CNTO 0.00001000

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Mar 7 3:00 PM EST

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To: Douglas Babbin who wrote (862)	12/4/1998 5:55:00 PM
From: Biomaven	Read Replies (2) of 965

Doug, The selloff was likely related to some probable hypersensitivity reactions in Crohn's patients retreated after a few years. The concern is whether this means you can't retreat Crohn's patients and, more importantly, whether the same problems are going to show up in RA patients that are receiving repeated infusions. To date, there have been no reported case of this happening in RA patients, but it certainly raises the bar for FDA approval for RA. It is possible that the reaction is likely only for patients who had originally received the original formulation some three years back. It is also possible that giving the drug in combination with methotrexate prevents any such reaction. However, these reactions make it unlikely that doctors will use Remicade off-label for RA until the FDA has blessed it - this gives Enbrel at least a several month lead, which hurts CNTO to some extent. However, my bottom line is that these problems are now reflected in the stock price, and that's why I reentered, albeit with a small position. Peter

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