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pcrutch

05/03/11 9:38 PM

#119333 RE: projectchris #119331

(1) Keep in mind that the study was looking at breast cancer or melanoma. They are also running a post-marketing study in head/neck cancers. After that, they plan on doing studies in colon, prostate and gastric cancers. There are other potential indications in gynecological cancers.

(2) I think it will do somewhat better sales than you expect considering Cardinal Health is going to be pushing the product. It's a high margin product. I remember seeing estimates of about $300-400/dose.

(3) After the recent study featured in the NYTimes about breast cancer and SNLM, don't you expect the number of procedures to increase?

I'm not claiming it will be as big as NEOP claims, but I suspect you are underestimating the market for it.

Bloomberg radio on Neoprobe - http://bloom.bg/fc0kaz

NYTimes, “Lymph Node Study Shakes Breast Cancer Treatment” - http://nyti.ms/i0YzZZ

See Ladenburg Thalmann's report on them

http://ladenburgapril212011.blogspot.com/