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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: Webhead who wrote (6669)	5/17/1999 5:13:00 PM
From: Pseudo Biologist	of 9719

Re <<IMHO, CLTR faces a very tough, uphill battle to push aside rituxan before IDEC's next generation comes out.>> I do not disagree, but at the same time I do not think Coulter needs to "push aside" Rituxan in order to be successful. It does need to capture some of the NHL market of course. It's reasonable to expect that most people will try Rituxan first; but unfortunately we know this does not work for everyone. Whether Rituxan+CHOP (chemo) or Bexxar would be the next choice, it's hard to tell at this point. I have the double check on SmithKline oncology portfolio to address the issue of the Genentech sales force; obviously first to market has the advantage, but I do not see it as unsurmountable in this case. I do think V1's $300 mill figure for Bexxar sales is a bit too optimistic, but I'd love to be wrong on this one -g- PB

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