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keitern

07/18/07 7:36 AM

#1370 RE: y3maxx #1369

The 20M milestone payment for this year that has been mentioned; is it still coming and does that figure into the 160M cash and the $110 EOY cash balance?

What would constitute "rock bottom" here, barring some horrible scenario, for this stock? Could this go to cash? We aren't that far away.
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DewDiligence

07/18/07 4:43 PM

#1378 RE: y3maxx #1369

>To me its a 50% reduction in Tyzeka cost to the end user, a product availability problem or a hold back of product thats reflecting low sales revenues.<

1. There was a lack of product for the first four months after the October 2006 FDA approval due to a delay in having the FDA approve the marketing materials. (Was this sloppy execution or intentional? I don’t know.)

2. The Tyzeka price discount to Baraclude is in the 20-30% range (not 50%). Almost all observers in the field thought that Baraclude was priced too high when it came out and that this hindered its early uptake.