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Biotech / Medical : Biotechnology Value Fund, L.P.
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To: scaram(o)uche who wrote (704)6/9/1999 7:41:00 PM
From: Biotech JimRead Replies (1) of 4974
 
There are additional issues to consider, including the relative selectivity of the compounds against COX2 vs COX1 at relevant drug plasma and GI levels, ability of each compound to cross the BBB (for CNS related inflammation; note that both compounds are in Ph3 studies for SDAT); relevance of potential active metabolites (data on this front not fully published), and individual patient differences. You will note that Celebrex was initially shown to be useful in dental pain in one small trial, but this was not a major focus of Searle's clinical studies. I know of people that have symptoms of arthritis that are better treated with either Celebrex or Vioxx - so there seems to be some individual differences in drug responsiveness. Also note that Searle has a more potent and selective Cox2 in trials right behind Celebrex. So the bottom line is that there will be room for both drugs in the marketplace and they would both appear to be billion dollar drugs ultimately.

As for the relative viewpoint on the MTC vs MRK stocks, note that MTC is still primarily an ag biotech company in which there is much negative European commentary on genetically modified foods. MRK has several biggies coming off patent soon, and has stumbled a bit on their NK1 compound for depression.

This is all in my own opinion. I do own each of the stocks.
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