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Re: DewDiligence post# 82

Wednesday, 02/11/2004 8:17:39 PM

Wednesday, February 11, 2004 8:17:39 PM

Post# of 347009
Dew....could you please elaborate further on the contract manufacturing issue. Why can't IMCL use their in-house facility? I understand there is some concern over the biological equivalence of the drug used in clinical trials vs. the drug which will be marketed. Am I correct in assuming the Branchburg facility is IMCL's and that Lonza was the original manufacturer of Erbitux?

Since the latest press releases have highlighted the manufacturing issues, I am still not fully enlightened on what is actually involved here.

Do you agree with McCamants comments on valuation, I still think Erbi's potential is still not fully realized until further clinical trials are enrolled treating first line colorectal patients. Then there is the NCI wanting to test Erbi with Avastin and Oxiplatin.

katie....