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Biotech / Medical : Tanox. (TNOX)

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To: tnsaf who wrote (6)10/9/2000 12:51:50 AM
From: Don Miller  Read Replies (1) of 10
 
Jason I posted your information on the Yahoo Club for Sepracor, and thought you might be interested in the replies. clubs.yahoo.com

Re: Tanox E-25 FYI
pittsbull
10/5/00 8:38 pm

yeah I can see our local HMO's ponying up $5000 a year to treat somebody's hay fever when
most other therapies are generally adequate. I think tanox supporters are dreaming. Now allergy
immunotherapy using conjugated CpG motifs to allergens actually promises a long lasting "cure"
to allergies but I still see even this therapy only being used in the exceptionally severe cases we
currently treat with traditional immunotherapy.

Re: Tanox E-25 FYI
millerd1_airmail_net
(53/M/Duncanville, Tx)
10/6/00 12:06 am

Dave, Pittsbull

Dave if you are nominated me, first I am not pushing E-25, but then again I do want a reliable
estimate of how much it could effect SEPR.

The thrust on E-25 is asthma not allergies. This treatment addresses the Xopenex market more
than the antihistamines.

Can anybody offer the statistics for emergency room visits per year and the cost of those visits
per year. Does the cost even approach $5000/yr?

Re: Tanox E-25 FYI
pittsbull
10/7/00 9:13 am

Certainly a severe asthmatic can run up a bill greater than $5000 if they have 2-3 ER visits and
one hospitalization, however, these cases are rare. I probably have 5 patients like that out of the
5000 asthmatics for whom I treat. Anti-IgE is an anti-allergy drug as it is targeting the very
immuonloglobulin that gives us allergic inflammation. Allergic inflammation in the lung plays a
significant role in most asthmatics. It theoretically will work for allergic rhinitis (hayfever) and for
asthma, as well as for food allergies and bee sting ananphylaxis. Approx 6.5% of the US
population has asthma if my practice is typical of your average allergist than one tenth of a
percent of my patients might qualify for anti-IgE. However, my practice is skewed to asthmatics so
therefore your average MD's practice probably contains even less severe asthmatics as a
percentage of total asthmatics. But if you look at my practice and take my percentage of severe
asthmatics that are going to ER's frequently (0.1%) and multiply by average asthma rates (6.5%)
you end up with 0.065% of the population needing this drug. 0.065% of 300 million Americans is
195,000. Multiply this times $5000 per year and you get $975,000,000!! Hey maybe this drug
ain't so shabby!

pittsbull
ijfrankel
(49/M/St. Louis, Mo)
10/7/00 12:43 pm

"(0.1%) and multiply by average asthma rates (6.5%) you end up with 0.065%"

Math error?

.001*.065 = .000065 or .0065%

So I think the projected market would be $97.5 million. Still not too bad and great for the patients
that need it.

ij
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