Duramed (DRMD) Synthetic Estrogen Product Message Board

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Biotech / Medical : Duramed (DRMD) Synthetic Estrogen Product

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To: vestor who wrote (1375)	8/4/1999 12:47:00 PM
From: Doug Bean	Read Replies (2) of 1837

CC: Lots of optimism for the future. 10.9 Million in shipped product that was not counted this quarter , may or may not be counted in the next quarter depending on how soon reorders come in. This will depend largely on a consumer advertising campaign that will not begin until September but will be very aggressive. Very good interest in Europe for Censetin but it take 18 to 24 months for approval and they have not yet submitted it for approval. They will partner with a strong firm over there and will not try to sell it themselves. Bone marker study to be completed by early November and they hope to have it "reviewed" and published by the end of November. Their sales people have been getting 12 to 15 minutes with physicians on Cenestin, this is well above the average. They are totally confident of approval of their BC pill during 3rd quarter. Production would follow very swiftly. It is the only branded BC pill that is stand alone AND substitutable so if properly incentivized pharmacists should recommend it. They have research analysts calling them and they are trying to set something up yet this year from the sound of it. Samples supplied to doctors are in 30 day supply packages so it will be the end of August or September before they actually write prescriptions for replacement. They have been approached by several other companies and They have many options to look at if they choose to co-pomote with someone else. None of the announced ANDAs will impact earnings until the 4th quarter. Their web site will be totally updated by the end of Aug to reflect Cenestins importance and to have many hyper links to information about. Got to run now,, but more later CRDoug

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