Replies to post #138169 on Biotech Values

[ghmm]

If you could somehow combine the X from Baxter it would really be great :-)!

On one of their recent presentations they sounded really bullish on its prospects but there are a few caveats:
1-They wont push product immediately (I think in part because of capacity). They said about needing to properly train people too.
2-They will only be going after certain indications in the immunoglobulin market (I didn't catch witch but I think total its ~1.5B) and one figures some won't switch to sub-q.

I imagine they will try to expand label/use over time but don't see it as a more gradual build rather than a huge immediate switch of patients. Of course if their Alzheimers trials do well the immunoglobulin market becomes enormous :-).