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Biotech / Medical : Celgene-CELG -- Ignore unavailable to you. Want to Upgrade?

To: Jesse Schulman who wrote (340)	9/7/1999 9:51:00 AM
From: rkrw	Respond to of 804

<Maybe you've all thought this through already, but don't <Thalidomide's nightmare side-effects present a serious <problem for commercialization? Frankly, thalidomides past has resulted in slow commercialization. The drugs launch has been slower than people would have liked, but much has to do with ensuring that the past horrors are not repeated, or at the least, minimized as much as possible. Much has to do with the tight prescription regulations attached to thalidomide, such as no refills, i.e. need a refill, you need a new prescription. Doctors also need to go through a "STEPS" program before prescribing it. STEPS is described in depth on the Celgene website. <I've read newspaper stories (apologies, don't have the <references) saying T's use in Latin America against <leprosy has produced a new "outbreak" of birth defects <there. If that's the case, that's really sad. But that said, Celgene is not responsible for Latin America as they sell exclusively in the US. The drug is about as tightly controlled as any non-narcotic drug in the US. If Doctor's prescribe responsibly, Celgene promotes responsibly and patients are well informed, hopefully tragedies can be averted or minimized as much as humanly possible. Its no panacea or cure-all but the drug does work remarkably well in a few cancers, including multiple myeloma. Don't get me wrong, I'm not expecting thalidomide to be a blockbuster, but for Celgene stock to do well, it doesn't have to.

To: Jesse Schulman who wrote (340)	9/7/1999 7:35:00 PM
From: Miljenko Zuanic	Read Replies (2) \| Respond to of 804

ITSS, welcome to tread. Two quick comments. <<I've read newspaper stories (apologies, don't have the references) saying T's use in Latin America against leprosy has produced a new "outbreak" of birth defects there. >> “ What!!! That three poor old ladies suddenly got pregnant? Life certainly isn't fair this days!”, reacted young Brazilian girl on this news!!! <<My father had MM, I'd love to see something work.>> Is your FATHER child bearing ages? That you are so concern about??? Stay tuned. Miljenko

To: Jesse Schulman who wrote (340)	9/8/1999 9:56:00 PM
From: Biomaven	Respond to of 804

ITSS, Imagine if CELG had an approved drug that had the promise of T - in fact was identical to T in all respects except its history. I think that CELG's market cap would be at least double what it is now. Thus the historical problems with T are already built into the stock price. These historical problems make people wary about the stock and also make doctors more wary about prescribing it. Certainly there is a small risk of another birth defect happening despite all the precautions, and this would certainly get some big time play. However T is being used for serious diseases, and I doubt it would have that much long term impact. Peter