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

To: FNS who wrote (777)	8/25/1998 7:56:00 PM
From: Hong-Lee Yu	Read Replies (1) \| Respond to of 965

FNS, I listened to the Q1 conf. calls and got similar info. The marketing side of infrastructures for Remicade can be shared with Retavase and most sales forces have been recruited. There are no more than 2000 doctors in USA who handles 90% of Crohn's patients. We should know this based on Q3 results. The Co gave a guidance of 30-40M for Remicade's revenue in 1998. Matt Geller at CIBC came out today, saying the price is too rich, based on his 1999 earning (0.69C). He has been a bear for sometimes. His top picks PDLI and CORR performed very poor this year. Most people forgot Retavase acquisition takes out about 40-50C in 1998 earning and 20C in 1999 earning. However, if ReoPro+Retavase is found to be effective for the treatment of AMI (1M patient population), this can be the standard choice of care starting in year 2000 and CNTO owns both drugs.