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


To: Vector1 who wrote (7538)12/18/2002 4:08:18 PM
From: Sam Citron  Read Replies (2) | Respond to of 52153
 
All patients will eventually fail Chemo and Rit.

Please elaborate.



To: Vector1 who wrote (7538)12/18/2002 5:08:29 PM
From: ewolf  Respond to of 52153
 
I don't think you're missing anything. Bex market will be an evolving process. The drug has to prove itself with more usage. They're conducting trials to compare efficacy. The manufacturing has yet to be certified. It won't be on the market for at least five months. Still a case of what you believe will happen. I thought it would have dropped to the threes at least on turn down. I'm sure approval for marketing will add a more significant amount than today but it's anyone's guess what the price of the stock will be at that moment in time.



To: Vector1 who wrote (7538)12/18/2002 6:44:42 PM
From: dalroi  Read Replies (1) | Respond to of 52153
 
V1

require coordination between an oncologist and a nuclear medicine specialist

dont think thats a problem they've to coordinate already lots of things like when to give chemo when to irradiate etc, shouldnt be a problem

cheers

S



To: Vector1 who wrote (7538)12/19/2002 10:34:41 AM
From: Bob L  Read Replies (1) | Respond to of 52153
 
>>I must be missing something as well. I think the concern is the size of the market. ... Bex and Zev are the salvage options.<<

There may be a concern with myelodysplastic syndromes (MDS)in salvage patients. Advanced patients are likely to have bone marrow involvement. Is it a good idea to send little packet of radiation into the bone marrow of people with low blood counts? This issue bears watching.