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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Skeeter Bug who wrote (90399)	3/22/2001 12:37:39 PM
From: Thomas M.	Read Replies (1) \| Respond to of 132070

They were supposed to get in the black by next year. However, several deals with drug companies have fallen apart, so now they are going to market more stuff on their own. This means greater risk (marketing is a big part of success in the drug industry) and potentially greater reward (collecting all revenues, not just a 8-15% royalty). They likely don't have the resources to ramp market share up as quickly (or as well) as a big drug company, so it also means the reward will be pushed out further into the future. Bear in mind, they have much lower pipeline risk than any other biotech. First, they have a broad pipeline, maybe 20 drugs. Second, their drugs are for the most part based on existing drugs, meaning most side effects of the drug candidates are well known. Tom