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

To: Mike who wrote (1597)	6/3/2003 11:41:09 PM
From: Miljenko Zuanic	Read Replies (1) \| Respond to of 3044

Mike, You are probably correct, Integrilin sale for 2Q will be flat if not down. MLNM is trying to expand market (new trials, new indications), and we do not know how successful they will be. On the other hand Cypher is not cheap as well. I do not have exact number, but it is with premium relative to old stent. So, hospitals and HMO have many problems to solve. However, after next few Qs Velcade will be main driver for MLNM revenue. Margin is huge and profit significant. Sale is one thing, but profit is another, more important. Will this new stent effect MDCO? I do not know. New stent deal with restenosis, while other problems remain. They will not go away. There will be room for good thrombolitic agents. Miljenko