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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Vector1 who wrote (7943)	5/9/2000 12:44:00 AM
From: Spekulatius	Respond to of 9719

Regarding CELG - a company with a market cap of 3.1B$ and a drug with a sales potential of 400M$ is still quite expensive,even when we throw in Attentade royalties. CELG management seems very smart and may do license deals to bolster its pipeline. Still,SEPR for example looks very cheap compared to CELG.

To: Vector1 who wrote (7943)	5/28/2000 2:01:00 PM
From: tuck	Read Replies (3) \| Respond to of 9719

V1, What happens to Attendade and the whole Ritalin market when BLSI's Altropane imaging agent goes commercial (sometime in the next year or two) for ADHD, the primary indication for Ritalin? Altropane supposedly provides an objective, biochemical basis for diagnosis of ADHD. It is likely that ADHD is overdiagnosed and Ritalin overprescribed. Should Altropane reveal this, the Ritalin market is overstated. Unless Attendade isn't addictive (can't say I know the drug), so are CELG's expected revenues from Attendade. Cheers, Tuck