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

To: quidditch who wrote (271)	11/20/2003 7:38:40 AM
From: Aggie	Read Replies (1) \| Respond to of 416

quidditch, All, Does anyone get the sense that the analysts doth protest too loudly? Is the degree of verbage about FluMist really warranted? Institutional holdings are >35% on this stock, which has been under selling pressure since September - I wonder if this is really a way of establishing the institutional entry point for the new year, i.e. drive the price down to get the best value? Any comments welcomed. The jump in long term debt in Q3 is what worries me the most. FluMist will take hold eventually, they just need to replace the marketing group responsible for the rollout and bring the price down. Regards to All, Aggie

To: quidditch who wrote (271)	11/20/2003 7:54:10 AM
From: IRWIN JAMES FRANKEL	Read Replies (1) \| Respond to of 416

Thanks quid, If the vaccine cannot be used next year then giving it away would go a long way to getting some real world experience in how the drug works. Drug companies do testing that costs hundreds of millions. Here they can do a test on 4 million lives at NO COST.* They would need some bold executives to try something like this. I don't expect it. :-) ij * I say no cost since the expense of creating the vaccine is the major cost and it is a sunk-cost already. Sure there may be some incremental delivery costs. But the publicity alone would be worth that.