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Biotech / Medical : GelTex Pharmaceuticals (GELX)
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To: rkrw who wrote (62)7/29/1998 9:51:00 PM
From: Robert Holmes  Read Replies (1) of 127
 
Rkrw,

I agree with most of your analysis; however I would mention that the statins are not considered first line therapy. They are very clearly the winners in the market but that is by much by default as much as being due to their efficacy.

Cholestagel alone will not supplant the vast majority of statin sales (barring any unforseen developments concerning statins), but the potential for achieving high reductions in blood lipid levels with moderate statin use may be quite attractive to those companies getting their butts kicked by Liptor.

Robert,

Keep in mind that the Genzyme 50/50 partnership involves footing 50% of the costs of marketing and distribution. A royalty arrangement would mean straight revenue. And any success in the combo therapy is just that, a combo. Cholestagel with someone else's drug. What gives Geltex some leverage is that Lovastatin (Mevacor) comes off patent in 2001.
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