פתחים סמויים מהעין

   WR Hambrecht says it believes the Avastin approval is a relatively broad label and implies Avastin will likely get more widely used in both the Saltz and FOLFOX regimens, the leading first-line treatments. In addition, firm believes significant awareness, pent-up demand, and aggressive pricing of roughly $47,000 per patient (~10.6 months of treatment) will yield robust sales. Believes Avastin marks a significant new earnings driver for FY:04 and beyond. Firm raises price target to $120 from $102... UBS raising their Genentech (DNA) tgt to $150 from $115; due to upside in Avastin pricing. Firm also increasing estimates for 2004-06: for 2004, goes to $2.00 from $1.72, 2005 to $3.00 from $2.50 and 2006 to $4.50 from $3.50.

Source: Briefing.com