SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Centocor ( CNTO ) -- Ignore unavailable to you. Want to Upgrade?


To: jopawa who wrote (822)11/9/1998 4:21:00 PM
From: Henry Niman  Respond to of 965
 
For reality check, BBRS will have a conference call on Friday on ACR conference:
paradise-web.com



To: jopawa who wrote (822)11/9/1998 4:27:00 PM
From: Biomaven  Read Replies (2) | Respond to of 965
 
John,

One significant factor you overlooked in your comparison of CNTO and AMGN is that ReoPro is partnered (with Lilly), whereas AMGN isn't similarly splitting the profits on its drugs.

CNTO's projections also look overly optimistic to me. I'd be happy (and so will stockholders) if they reach half those numbers.

Peter