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Biotech / Medical : Biotech Valuation
CRSP 55.32+2.7%Jan 12 3:59 PM EST

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To: tom pope who wrote (12309)7/12/2004 9:28:22 PM
From: Biomaven  Read Replies (4) of 52153
 
Well I'm definitely not in the mainstream here.

What the medical establishment have on their side is that high doses of statins work better than low doses, from which they have concluded that aggressively lowering cholesterol is the answer. On my side I have evidence that statins have many effects other than cholesterol lowering, and epidemiological data suggesting that low cholesterol in old people is bad.

Until we see some mortality effects from non-statin cholesterol-lowering drugs the jury will likely be out on who is right.

But from an investment perspective I know who is going to win - the makers of statins and perhaps some drugs like Zetia.

The guidelines with their focus on LDL barely give a nod to KOSP's Niaspan or Advicor. There again I'd bet that a statin plus Niaspan will do more for mortality than a statin plus another cholesterol-lowering agent.

Peter
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