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Biotech / Medical : Biotech Valuation
CRSP 49.29-2.8%3:59 PM EST
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To: Jongmans who wrote (3348)4/5/2001 11:28:00 AM
From: tom pope  Read Replies (1) of 52153
 
Don't know if Greenberg makes it to the free TSC site, but he has a piece today on LLY's Zyprexa vs PFE's Geodon

Here's an excerpt

A Lilly spokeswoman told my associate, Brian Harris, that Lilly isn't worried. Among the reasons are uncertainty over how well Pfizer's drug works. Another: The label for Geodon has a 10-paragraph bold-text warning. "Some doctors I've talked to have been astonished at the length of the warning," she says. Included in that warning, she adds, is a comment that "suggests [doctors] should consider other products first."
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