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Biotech / Medical : Millennium Pharmaceuticals, Inc. (MLNM) -- Ignore unavailable to you. Want to Upgrade?

To: Miljenko Zuanic who wrote (1596)	6/3/2003 10:45:49 PM
From: Mike	Read Replies (1) \| Respond to of 3044

I hope and wish that Velcade is a huge success. But one key item to look over is sales of Integrilin. If you look over the previous announcement of sales on the surface it looked great. But if you look deep into the numbers there was the potential for concern. I am in no way a short on MLNM but am an investor in MDCO. The maker of Angiomax. Two items are of concern for sales of Integrilin. First the sales increase from last quarter was due to partial increased wholesaler inventories. The volume that was sold into the wholesalers was 1.9 months sales vs the previous 1.2 months sales. The second item that is of concern is the Cypher stent from JNJ. Now remember these are only reports. But some hospitals are trying to cut costs and have decreased useage of all 2b/3a's. This is hitting both Reopro and Integrilin. But I just wanted to bring this up and ask for discussion on the subject. What does the board think? Mike