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Old 01-10-2009, 11:39 AM
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lady_express_44 lady_express_44 is offline
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Join Date: Aug 2006
Location: Vancouver, Canada
Posts: 3,300
15 yr Member
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I think they plan to announce their 2008 4th Quarter numbers soon (Jan 17th?), and I suspect at that point they may not need to include the ones from the trials any longer. By now, there should be enough people who've been on monotherapy since the trials, to be able to calculate a ratio.

As per their 2008 3rd Quarter comments in that regard:

"Operator
Your next question comes from the line of Adam Walsh with Jefferies.

Adam Walsh - Jefferies
Hey thanks. Can you give us a sense of whether physicians are still using the one in a thousand PML rates describing the label as a threshold for comfort and do you get any sense from doctors, does that label change in the event the new PML cases emerge. Thanks.

James C. Mullen - President and Chief Executive Officer
I don't think we get a lot sense from the physicians exactly how they integrate all that. I think one of the one things that Cecil mentioned in his comments is the FDA in the change to the labeling actually references that are in monotheraphy, the rate appears to be less than the one in a thousand.

I think at this point, that's about all you could do. I think the difficulty which is going to remain for a bit of time is the denominator particularly of the number of patients that have gone out fairly long-term in therapies is still relatively small. So, I think we just have to continue to watch that issue."
_______________

You and I are not on the same sheet yet, Chris. What the Investor guy said to you is in contrast/conflict with everything that has been communicated publically so far . . . so frankly, I think he is either wrong, or misunderstood the question.

I will have him send me something published that supports his interpretation, which I am sure will be available somewhere if it is true.

Cherie
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