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

To: Icebrg who wrote (10163)	1/27/2004 2:33:15 PM
From: Biomaven	Read Replies (1) \| Respond to of 52153

As myeloma "in principle" is un-curable, patients will eventually come back after the relapse from their treatment with Velcade, I guess. CELG's thalidomide has also seen its projected usage drop, presumably also for the same Velcade reason. When I saw the drop a little while back, I exited CELG - and of course that post you made about Revimid is also a potential worry. But I'm not suggesting a short here - someone could easily munch CELG, and as you point out any Velcade-inspired drop is likely to be temporary. The MDS indication is perhaps the key upside driver for Trisenox. What does that oncology blog you found (I've lost the url) suggest for MDS? Peter