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

To: Icebrg who wrote (13135)	9/27/2004 12:53:38 PM
From: Icebrg	Respond to of 52153

As a follow-up to my previous post. With regard to Trisenox, Aselage said that they expect sales to come in at the lower end of theit guided range of 32 to 40 mUSD. This is due to the problems they experienced with compensation levels at the beginning of the year. My comment is that even if they only hit 30 mUSD, they will have done very well as the 6 month figure was only 11,8 mUSD. Further, they are now working on sNDAs for first-line APL in combination with ATRA (100 % CRs) and in MM, also in combination with another agent. If (which is always very easy to say) both of these sNDAs are approved, he saw the possibility of an expansion of the market potential to 200 mUSD. Erik

To: Icebrg who wrote (13135)	9/27/2004 3:05:34 PM
From: Biomaven	Respond to of 52153

We have also the question whether the ability to receive more doses can be considered as a good indicator for an increase in the length of survival Hard to see how it isn't a good proxy. Certainly the patients in this trial seem to be doing better than patients in previous trials - but (as always) we don't really know if it's because of the drug or because the patient population is somehow different. (I think it's likely the drug). Thanks for the update Erik - much appreciated. Peter