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

To: Robohogs who wrote (357)	1/31/1999 11:48:00 PM
From: RCMac	Respond to of 712

Jonathan, Thank you for your generosity in sharing with us the considerable work you've obviously done on CORR, and on Integrilin and its competitors. I'm delighted to see your contribution, and hope for more insight from you. You estimate that >>CORR will likely do $70 million end-user sales in 1999. This should grow to $150-200 million by 2001. Ramp is slower than expected, but from a small base, this will ultimately be good for CORR.<< Have you projected what $70 million in 1999 sales, etc. will do to CORR's income statement? And reached an estimated EPS number for 1999 etc.? Thanks again, --RCM

To: Robohogs who wrote (357)	2/1/1999 9:07:00 PM
From: LLCF	Respond to of 712

<Second: COR and MRK are currently (notice I say currently) losing the battle. CORR's and MRK's sales came to $20 mm combined vs. $108 million for Centocor. > How can CORR be losing the battle... their soldiers arent even on the same battlefield yet. It is my understanding that CORR's product has onr advantage that may lead to them penetrating much deeper than you suggest: It is approved for more situations than CENTO's or MERK's product making it easier to stock as a catch all in the Emergency room and not have to worry about which product you should use for which situation. Also, I would think the cost differential would have to narrow or Corr would pick up market share that way IMO. DAK