DNA vs. IMCL with Charles Duncan

BioBusiness.TV, the podcast! ver2

You are Watching: Oncology Battlegrounds: Genentech vs. ImClone, with Charles Duncan. The data released on Eribitux at the latest ASCO meeting is an indicator of the emergence of personalized medicine. The data itself was not that great of news for ImClone. Nonetheless, it will lift some of the pressure from reimbursement authorities. Charles believes the KRAS mutational status will be on the labels. Genentech remains strong in its growth and earnings. ImClone's new data also affects Genentech indirectly, and in a positive way. This interview was conducted at the NASDAQ Marketsite, on June 26th, 2008, in New York City. Featuring: * Charles Duncan, Managing Director and Senior Biotechnology Analyst, JMP Securities * Daniel Teper, Managing Director at Bionest Partners, and Founder & Chairman of BioBusiness.TV DISCLAIMER: BIOBUSINESS.TV IS AN INDEPENDENT MEDIA, AND A PLATFORM FOR THE EXCHANGE OF IDEAS AND OPINIONS. BIOBUSINESS.TV STRIVES TO ENHANCE THE QUALITY AND ACCESSIBILITY OF INDUSTRY DATA, AND TO DELIVER INFORMATION THAT INVESTORS AND EXECUTIVES CAN RELY UPON TO MAKE SOUND, INFORMED FINANCIAL AND MANAGERIAL DECISIONS. VIEWERS SHOULD VERIFY ALL CLAIMS AND DO THEIR OWN DUE DILIGENCE BEFORE INVESTING IN ANY SECURITIES MENTIONED. INVESTING IN SECURITIES IS SPECULATIVE AND CARRIES A HIGH DEGREE OF RISK.