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

To: Biomaven who wrote (9790)	12/17/2003 4:17:41 PM
From: Ian@SI	Read Replies (1) \| Respond to of 52153

RE Flumist bargain. Recently I read that many doctors won't use Flumist until its been used in more than 2M pts and been proven to be side effect free. [I think it might have been here, but it could have been the WSJ]. Clearly selling 4M doses to the government would appear to be a strategic move which could set them up very well for the 2004-05 Flu season if all goes as well as WYE/MEDI expect. And it won't hurt if they try to get the FDA to expand the label. =========================================================== And now for something completely different and completely off topic. I had thought that most doctors, people, animals and other living organisms already knew the following... Fitness Important for Cardiovascular Health The protective role of fitness was independent of other cardiovascular risk factors except for weight, according to a longitudinal population cohort study published in the Dec. 17 issue of The Journal of the American Medical Association. And for those Physicians that wish to earn up to 0.25 CME credits, go to: medscape.com

To: Biomaven who wrote (9790)	12/17/2003 4:45:06 PM
From: Sam Citron	Respond to of 52153

Hard to disagree with your well-reasoned analysis, Peter, although if anecdotal evidence of demand was near the mark, I sensed a much higher willingness to pay for those 4M doses. Furthermore, I would have assumed the admittedly fragile distribution base capable of moving a million doses per week, although I have no substantiating evidence to support this assumption. I wonder whether the involvement of CDC will result in improved efficacy data or analysis than would have been the case if the same number of doses were sold but without the CDC participation. I agree that the perception of efficacy is absolutely critical to future sales of Flumist. My biggest worry as MEDI shareholder would be overcapacity next year as a likely industry reaction, though I recognize that from a public health perspective, overcapacity of vaccines is not such a bad thing. Sam