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

To: Icebrg who wrote (4900)11/7/2001 4:29:38 PM
From: aknahow  Respond to of 52153
 
Thanks, had not seen this. While very favorable for Xanelim, one must take into account that Adams, Harkness & Hill was an underwriter for XOMA the partner with Genentech for Xanelim.

It is possible that BGEN has been forced to recognize that it I.M. method of delivery plus slow start before "working" plus the need for monitoring of T Cells might have forced BGEN to back off claims for a big market due to legal concerns.



To: Icebrg who wrote (4900)11/7/2001 5:09:56 PM
From: Biomaven  Read Replies (1) | Respond to of 52153
 
Ice,

Well the AH&H report uses a $2b number for total drug sales in the US in '06. That implies an ultimate market size bigger than $2b.

I personally don't believe their Xanelim numbers - for one thing I believe that Amevive will have quite a long head start and people won't switch unless it isn't working. Ultimately I'm betting on MEDI-507 to be the winner, though.

Peter


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