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10/26/06 11:22 AM

#20504 RE: pantera #20497

don't cha mean 48.06? (I hope)

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10/26/06 2:30 PM

#20523 RE: pantera #20497

CELG Posted by: jeffsaxx
In reply to: backitupnorton who wrote msg# 509468
Date:10/26/2006 1:02:43 PM
Post #of 509487

CELG -- important due diligence -- today's Q3 report shows recent quarterly revlimid sales of $101 million --- when Citicorp put out its detailed report 8-23-06 the analyst was predicting an annual revlimid run rate of about $168 million based upon reported Q2 revlimid sales of $42 million and was estimating in his model that peak revlimid sales would annualize at about $385 million in 2009 in the US alone ---- thus today's report is EXPLOSIVE because it appears the annual revlimid run rate for 2007 is over $400 million --- so the uptake of revlimid is two years ahead of the analyst's prior best estimate ---- THIS IS EXPLOSIVE growth of revlimid and IMO will cause Citicorp to upgrade and revise target price big time ---- good luck to all

Posted by: jeffsaxx
In reply to: Dr Worm who wrote msg# 509487
Date:10/26/2006 2:34:59 PM
Post #of 509494

CELG new hod --- this revlimid news for Q3 sales is huge --- the big boyz will continue to chase it up --- annualized revlimid sales exceeding $400 million gross with only 3% COGS means earnings will explode up -- only 350 million shares outstanding -- yee gads --- gadzooks ---- good luck to all