Biotech Values

[acgood]

We've been using radiation and poison for cancer for decades, so there is no reason to get all up in arms about a radiotherapy. Not to mention it works better and is recommended over rituxan.

product sales thru 3q was 23M. They already said >2M zevalin sales in October. So that gets you to 30 for the year.

Is your position that 2010 sales will be ~$20M despite a big improvement in the reimbursement situation and approval for a 10x bigger market? I don't think $40-50M for 2010 is much of a stretch. Sounds like a good one to revisit in a year.

I'm long a small position from about $4.05 and I feel there is a reasonable amount of room to run from here this year- I'm not saying it's the world's best company. Though they did meet their stated progress goals the past year for Zevalin and Eoquin, which is worth something. Fusilev was never and will never be consequential, we are in agreement there