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Biotech / Medical : Trickle Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: tuck who wrote (41)	11/1/2000 1:33:28 PM
From: Biomaven	Read Replies (2) \| Respond to of 1784

tuck, No, the CRO business is not a significant driver of ILXO. The key near term event for them is going to be the Campath approval process and how well the drug does in the market if/when it is approved. (I've seen very different views on how good a drug this is going to be). The other company that has a CRO tucked inside it is GZTC - there the CRO is a comparatively bigger chunk of the business, but still not the key driver. (FWIW, the GZTC CRO was profitable on an operating basis this quarter and for the last nine months, compared to a loss last year). Peter