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Biotech / Medical : Biotech Valuation
CRSP 57.19+2.3%10:33 AM EST
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To: tuck who wrote (2218)12/3/2000 3:43:32 PM
From: NeuroInvestment  Read Replies (1) of 52153
 
There are two main prescription activity services--by far the most prominent of which is IMS, probably the one Cowen is referring to. It is sufficiently expensive to get the scrip data directly--the last time I inquired it was a monthly cost in four figures--that even the companies selling the drug often get their numbers from their investment bankers, who are the actual subscribers. The banker food chain dictates the speed with which various recipients get that Monday info. But those who issue retail customer reports generally do so late in the morning. So--it is an uneven playing field, as is always the case. Smaller players--like NI--generally barter information to get scrip data. But it is quite useful, as I have found following Provigil's (CEPH) progress.

NeuroInvestment (Harry Tracy) www.neuroinvestment.com
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