eDrugstores: Drugstore.com, PlanetRx and Soma Message Board

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Technology Stocks : eDrugstores: Drugstore.com, PlanetRx and Soma

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To: Firenze who wrote (95)	6/20/1999 12:46:00 AM
From: Tom D	Read Replies (1) of 254

I think the Rezulin question is kind of moot. Besides the 26 deaths, your reference also includes 9 people who needed liver transplants. Because of the obscene expense, coupled with the costs and inconvenience of liver monitoring, in my 40 internist medical group we use it as a third line drug, if at all. Since the incidence of liver problems may be on the level of 1 in 50,000 it is too early to know if rosiglitazone will have the same problems. In regards to eDrugstore market share and opportunities, there was a cover story in the March 1999 issue of Managed Healthcare News which listed Merck Medco as having 10.8% of the total US market share, PCS with 10.7%, and Express Scripts with 7.9%. The aforementioned data were from IMS, of course. I think I read somewhere that Aetna has about 20 million members. Along this same line of thought, the following excerpt is from C-Net News news.com <<The biggest hurdle facing the online companies with no prior drug business may be gaining the participation of pharmacy benefits managers, which handle about 85 percent of all prescribed drugs sold to insured Americans....>> <<Drugstore.com claims not to be worried. It says it has signed on health plans representing 70 million people, or about one-half the insured U.S. population.>> Best Regards, Tom

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