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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Webhead who wrote (6669)	5/17/1999 5:13:00 PM
From: Pseudo Biologist	Respond to of 9719

Re <<IMHO, CLTR faces a very tough, uphill battle to push aside rituxan before IDEC's next generation comes out.>> I do not disagree, but at the same time I do not think Coulter needs to "push aside" Rituxan in order to be successful. It does need to capture some of the NHL market of course. It's reasonable to expect that most people will try Rituxan first; but unfortunately we know this does not work for everyone. Whether Rituxan+CHOP (chemo) or Bexxar would be the next choice, it's hard to tell at this point. I have the double check on SmithKline oncology portfolio to address the issue of the Genentech sales force; obviously first to market has the advantage, but I do not see it as unsurmountable in this case. I do think V1's $300 mill figure for Bexxar sales is a bit too optimistic, but I'd love to be wrong on this one -g- PB

To: Webhead who wrote (6669)	5/18/1999 11:15:00 AM
From: Richard Belanger	Respond to of 9719

Just to clarify, IDEC's Y2B8 uses a therapeutic dose of beta radiation, not alpha. <eom>

To: Webhead who wrote (6669)	5/18/1999 12:51:00 PM
From: scaram(o)uche	Read Replies (3) \| Respond to of 9719

>> CLTR faces a very tough, uphill battle to push aside rituxan before IDEC's next generation comes out. << We'll see. There are two outstanding trial results, apart from those with Idec's conjugate, that could push opinion one way or the other, violently. The CHOP study will be long and needs to be highly-powered, but we still need to know if tickling CD20 makes a cell more susceptible to routine chemo. Anyone know of an update or if IDPH's silence on this subject reflects some basic biology that has gone over my head? The naked antibody trial from CLTR..... it really upsets me that, after all this time, we hear that it will be a part of the NDA. Another competitor, Pretarget...... does anyone know if Rituxan was the antibody used for these preliminary results?...... biz.yahoo.com "This has allowed us to treat seven patients at radiation dose levels that some of them probably could not have tolerated otherwise. Substantial tumor regressions have occurred in most of these patients including documented complete responses."