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Biotech / Medical : Agouron Pharmaceuticals (AGPH)
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To: Izzy who wrote (4409)5/29/1998 8:01:00 PM
From: Oliver & Co   of 6136
 
"Bull Market"
POZ (06/98) P. 78; Gilden, David
ÿÿÿÿ Drug companies attending upcoming AIDS conferences plan to
display research relating to their products.ÿ But the data, often
premature and based on few subjects and short observation
periods, can cause conference attendees to become overloaded with
information.ÿ Treating HIV is very tricky because of the nature
of HIV behavior and the need to block all replication of the
virus.ÿ Merck is racing to challenge Agouron's Viracept, which is
now getting as many prescriptions as Merck's long-dominant
Crixivan.ÿ Crixivan's sales have been slowed by the dosing
schedule which requires that the drug be taken every eight hours
on an empty stomach.ÿ Merck has been working on a new version
that would require a twice-daily dosing schedule.ÿ At a February
conference, Merck revealed data from a pilot trial involving 46
people, which indicated that a dose of 1,200 mg two times a day
is as effective as an 800 mg dose taken thrice daily.ÿ But low
drug levels between the two doses may cause development of viral
resistance to Crixivan and other protease inhibitors.ÿ While
Merck's study did not take the possibility of low dose levels
between doses into account, the company insists that as long as
the daily dose remains the same, drug level would not be
relevant.ÿ But Abbott Labs, which is working on a combination of
Crixivan and its ritonavir, noted that a twice-daily dose of
Crixivan keeps the levels needed to fully thwart HIV below the
necessary threshold.ÿ Merck and Abbott are involved in trials now
that promise more data.
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