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


To: tuck who wrote (359)2/7/2006 10:51:36 PM
From: tuck  Respond to of 447
 
Thanks to masterlongevity of Ihub for digging up this estimate by Wachovia of the AMD market:

img141.imageshack.us

FWIW, he and Dew feel that it underestimates Lucentis while overestimating Macugen.

Cheers, Tuck



To: tuck who wrote (359)2/7/2006 11:25:33 PM
From: Miljenko Zuanic  Respond to of 447
 
Tuck,

If memory serve me well, Biotech Jim is skeptical about DP-IV inhibitors. He has better understanding of biochemistry, so you may ask him for opinion.

Miljenko

PS: Contrary, Novartis and Merck are optimistic.