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Strategies & Market Trends : BCRX: Target practice for shorts

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To: Biomaven who wrote (58)9/6/1999 5:58:00 PM
From: Wolff   of 96
 
FLU-Prevention via Shots-----HMOs are quite unlikely to pay for an antiviral treatment for influenza if the patient has failed to take advantage of the flu shot/FluMist that will undoubtedly be recommended for patients each year. This is a further reduction in the potential market, as people use prescription drugs a whole lot less when they have to pay for 100% of the cost (ask any pharma marketer about this).

Of course, we haven't even addressed the issue of the lack of Phase III trial data or the question of why the BCRX press release only mentioned "reduction in viral load" and did NOT mention any effect in clinical symptom reduction. Perhaps this goes back to the point rasied - if it's not administered very early in infection (which as I've pointed out is next to impossible in the real world outside of clinical trials) the NA inhibitor strategy is too late to be of any clinical benefit.
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