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

To: Sam Citron who wrote (9789)	12/17/2003 3:51:52 PM
From: Biomaven	Read Replies (2) \| Respond to of 52153

I guess I'd question whether the Wyeth/MEDI decision to sell to the CDC had anything at all to do with the MBA-ness of the participants. More likely they made a judgement that the existing distribution channels they had were just not up to pushing through 4 million doses in the next few weeks. Trying to go it alone likely risked not selling all the supply (despite the unsatisfied demand), and I think they made the decision based on what was good for the product in the longer run. This is a novel product and standard distribution channels are just not that adaptable in the short-run. Longer term, much will depend on whether Flumist does indeed prove more protective than the traditional vaccine this year. Peter