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Biotech / Medical : Pharma News Only (pfe,mrk,wla, sgp, ahp, bmy, lly)
PFE 24.660.0%9:30 AM EST
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To: Anthony Wong who wrote (1246)12/14/1998 11:23:00 PM
From: Ibnbatutaa  Read Replies (1) of 1722
 
Schering-Plough:Hepatitis C treatment: not much on this thread about the approval last week of the SGP / ICN combination Interferon (Intron)/ Ribavarin therapy for naive (not previously treated) patients with Hepatitis C. This likely represents the majority of the estimated 2 to 3 million people in the US alone with this infection. There is only one conceivable alternative therapy on the market (though I believe not approved for Naive patients) Amgen's Infergen.
SGP makes the Intron; ICN makes Ribavarin: these drugs were "off the shelf" with regard to Hep C use...they were not specifically developed for Hep C. The combo has a 4 times greater success rate than Intron alone.(40% vs 10%). The combo costs $7000 per patient for 24 weeks, and is continued to 48wks if it the patient is responding : $13000 per patient.
The revenue numbers are HUGE. Questions:
1.Has this potential revenue stream (treatment of Naive (not relapsed) patients) been accounted for in the present valuation.
2. What is SGP's arrangement with ICN regarding division of this revenue? (SGP has astutely got an almost Worldwide exclusive arrangement with ICN for Ribavarin in HCV treatment:so Amgen cannot combine it with its brand of interferon (Infergen)).
3. Are my $ per patient estimates above way off...anyone know better?

Ibnbatutaa
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