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Strategies & Market Trends : YellowLegalPad

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To: John McCarthy who wrote (1144)9/21/2010 3:46:18 AM
From: John McCarthy  Read Replies (1) of 1182
 
CHTP (6)

Some thoughts on todays conference call. They were a happy bunch.

Have obviously given a lot of thought to the marketing. Still being very conservative, which I like. Pointed out the composite scoring will allow them to place other things on the label besides dizziness.

Not all potential patients will suffer from dizziness, so its a big plus to be able to say it can relieve additional symptoms and this increases the market potential of Northera.

Still planning on 30 dollars a day cost for the drug.

Once again there were no falls in the treatment group and 3 falls in the placebo group.

Lots of excitement about this and they even called decreasing falls "the holy grail."

Mentioned projections that by the year 2050 the annual cost of treating injuries from falls will be 50 billion dollars and that 30% of Parkinsons patients that are hospitalized, are hospitalized because of falls.

Pointed out that with what they know now (these trials are first of a kind), the longer term design of 306 should show even more pronounced effects for the Parkinsons patients, a group that seems to require a longer treatment than the autonomic group to see maximal efficacy.

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