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Biotech / Medical : OSI Pharmaceuticals (OSIP) - formerly Oncogene -- Ignore unavailable to you. Want to Upgrade?

To: tuck who wrote (316)11/14/2005 8:39:59 PM
From: tuck  Read Replies (1) | Respond to of 447
 
Actually listened to the CC myself. Not sure what the Yahoo poster that dissed Goddard's response was talking about, but he knows Goddard's speaking style far better than I. Ricardouno, who is kind enough to post scrip data, opined that Goddard's response was tongue tied, etc. Goddard was asked why there were not numbers modeling Lucentis' impact already run, like before the merger was announced, and available to the public now. I'd say that Goddard's reply was about as good as could be expected given how stupid this deal makes the company look.

Anyhow, next Monday we get a far more comprehensive update. This was just a rah rah PR/CC with only that one question, asked by Ende of ML.

Cheers, Tuck



To: tuck who wrote (316)11/15/2005 1:00:44 AM
From: Miljenko Zuanic  Read Replies (1) | Respond to of 447
 
Thanks,

Latest script data confirm my concern that Tarceva will have hard time to penetrate second-line NSCLC segment, unless they generate convincing trials data for monotherapy and/or additive with chemo. At this time I will not bank on Avastin/Tarceva combination.

Bottom line, is OSIP concern about current Tarceva limits, so buying Eyetech is to refocus investors toward somewhere else than core business?

Miljenko


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