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Biotech / Medical : Cor Therapeutics Inc. (CORR) -- Ignore unavailable to you. Want to Upgrade?

To: Robert Mayo who wrote (344)	1/26/1999 5:33:00 PM
From: aknahow	Respond to of 712

Nice ramp up in Integrilin sales. Much better than I expected. market reaction apparently due to advanced awareness of earnings/loss missing the whisper target. biz.yahoo.com "Total sales of INTEGRILIN(tm) to wholesalers, as reported to COR by Schering-Plough, were $8,400,000 for the quarter ended December 31, 1998, and $12,200,000 from launch through December 31, 1998." IMO this is great. Remember that in the 3 months ended Sept. 30 sales of Integrilin were $2,300,000. This represents an increase of $6.1 million! If sales stagnate at this level, annual sales would be close to $35 million, but sales are still probably ramping up. It will be interesting to see how the market views this tomorrow. For me the ramp up is much more important than the whisper number.

To: Robert Mayo who wrote (344)	1/26/1999 6:18:00 PM
From: aknahow	Read Replies (1) \| Respond to of 712

From Eisingers earlier article: "Cor's Kailian was similarly forgetful. Cor's drug Integrilin, a competitor to market dominant ReoPro, has had a severely disappointing launch. That could explain Kailian's lengthy treatment of the dynamics of heart-attack care, to the exclusion of detail and projections about Cor's financials. The CEO did say Integrilin has reached a rate of around $700,000 in sales a week, which is rising. The Street's expectation is that the company will report $10 million in sales for the most recent quarter, and it should hit that. But are expectations still too high for this year? Many investors think so." G.W. not J.E. I believe the target was 410 million for the year, not the quarter. Reasoning? If they had just recently hit sales of $700,000 per week then 12 X $700,000 = $8.4 Not $10.0 and we know that sales in October were not $700,000 per week. BTW Cor letter of 14 Jan confirms the company estimate was $10 million for the year ended 1998. " "It's a very extensive education process," Kailian told Dow Jones at the Hambrecht & Quist Healthcare Conference here Thursday. He said he is "comfortable" with the 1998 sales estimates of about $10 million and with estimates of $50 million to $60 million in 1999." Wonder if the market was focused on the companies target of $10 million or Eisingers for the quarter figure? Which would have been $12.6 for the year?

To: Robert Mayo who wrote (344)	1/26/1999 10:08:00 PM
From: aknahow	Respond to of 712

Example of poor article which misses the real information. I did e-mail the writer but doubt it will do any good. Will also e-mail Eisinger, in that I think his previous article was incorrect in stating that the target for sales of Integrilin in the third quarter was $10,000,000. Think it obvious that was the target for all of 1998, and I will be interested in seeing how he reacts.

To: Robert Mayo who wrote (344)	1/27/1999 12:44:00 PM
From: aknahow	Respond to of 712

Can't find the article and did not post at once, because I thought, it would be everywhere. Aggrastat apparently may be factor in transmission of certain diseases. If I am remembering correctly the drug is made from kidney cells of fetuses. Have done searches for Merk and aggrastat and can't find the original article. If anyone has seen it, please post. NOTE, my post might be in error. Post is made only to stimulate anyone to post the actual article.