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Biotech / Medical : IMNR - Immune Response -- Ignore unavailable to you. Want to Upgrade?

To: Manny Gugliuzza who wrote (298)	3/21/1998 1:22:00 PM
From: Easy Mark	Respond to of 1510

Annual treatment costs for other Aides treatments are $4-7,000/year per drug. Triple drug therapy is $20k/year or more. Remune would be additional, but could relpace some of the therapies and is more reliable because the doctor administers treatment and the patient is not relied upon to remember to take the drugs. One of the key risk factors for patients taking triple drug therapy is sticking to the regime because each drug has a different schedule. Its easy for people to forget the schedule. Regarding cost, an additional 15% would be worth the cost to reconstitute the immune system after the anti-viral drugs bring viral load to under 500 copies/l. However, wholesale prices might be less than $800 - perhaps $4-500/dose. An additional factor to keep in mind is that IRC has a booked investment to date in Remune of over $200 million, mostly spent on Remune. Reasonable recovery of this expense would justify a rock bottom annual cost of $1000/year/patient even without accounting for the risk shareholders bear.