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

To: Miljenko Zuanic who wrote (5561)	1/26/2002 12:31:37 PM
From: seminole	Respond to of 52153

They will use the pancreatic trial and data to get approval. They will use the ovarian trial and comparison to Taxol to determine value and marketing muscle strength, IMO. I will wait and watch for the ovarian results. The sales force will be tested with the marketing and sale of Palo about a year before they would be able to bring out IRO. I have not seen much data yet but Palo is a big time drug with potential sales, after ramping up, of 25%+ in a $Billion market (if the longer half life is documented). They say that the 80/20 sales strategy works well. They target the 20% of the oncologist that write 80% of the prescriptions. Of course, every plan looks good on paper.