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Biotech / Medical : Centocor ( CNTO ) -- Ignore unavailable to you. Want to Upgrade?

To: PawPr who wrote (644)	4/9/1998 1:23:00 PM
From: FNS	Respond to of 965

Bruce: Thanks for your input. I think we agree on the potential negative exposures... I think the stock will be letting us know! Offtopic: DD makers should start to participate--nobody likes them. Oil/drillers may be a buy in here if you're patient--again, oil may only fluctuate between $14-$17 a barrel! Drillers lose under $14. Looking for FDA review for CPBP...and, yes. IMII looks good. Thanks. FNS

To: PawPr who wrote (644)	4/9/1998 3:13:00 PM
From: Hong-Lee Yu	Read Replies (1) \| Respond to of 965

Bruce, I think that the most important upcoming events for CNTO are ReoPro/Retevase phase II trial (August ?) and Avakine RA (Nov ?). Most analysts agreed that Avakine for Crohn will be approved and the expectation should already be in the stock. Avakine for Crohn will generate 200M in a couple of years. Lehman estimated that the peak sales of Retevase is 279M in 2001 and Avakine RA 750M in 2003. If Retevase can truly generate 279M in 2001 (if the trail shows synergy), then they really made a smart move purchasing retevase for somewhere around 350M. If Avakine RA's result is impressive, the stock will do well because of potential. Just look at IMNX. If everything goes as planned, CNTO could have over 2B revenue in 2003.