PARANOID! TIRED OF TALKING TO YOURSELF? LET'S TALK(TTP) Message Board

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Biotech / Medical : PARANOID! TIRED OF TALKING TO YOURSELF? LET'S TALK(TTP)

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To: scaram(o)uche who wrote (395)	8/20/1999 10:02:00 AM
From: NeuroInvestment	Read Replies (2) of 626

I would be cautious about rumor under the pretense of anecdote masquerading as data. Novartis doesnt have the task of proving that Zomaril is "efficacious"--they have to show that it is superior to the numerous drugs out there--i.e. that it is Clozaril without the agranulocytosis, Zyprexa without the weight gain, Risperdal without the hyperprolactemia etc etc etc. Zomaril as a 'me-too' drug in a crowded field will be far less valuable than if it shows superiority in the head-to-head comparisons Novartis is running. And those comparisons are not going to be so glaringly clearcut that they will be apparent when the data is still blinded--the gains are likely to be incremental. Or at least, I do not expect them to be more than that--the mechanism of action is not that different, and this is not going to be a 'cure.' I am not saying Zomaril will not be a major success, but I do not believe that Novartis, or anyone else, yet knows. NeuroInvestment (www.neuroinvestment.com)

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