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Biotech / Medical : Duramed (DRMD) Synthetic Estrogen Product

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To: Thure Meyer who wrote (1067)4/4/1999 9:40:00 PM
From: tommysdad  Read Replies (1) of 1837
 
Well, I know you weren't, but two other guys were. Taxol and Tamoxifen, both used for breast cancer, easy to confuse the two.

I'm betting DRMD won't even take the "new, improved, purer" Tamoxifen forward themselves. It has been known for some time that both isomers of Tamoxifen are estrogen modulators; the side-effects of the minor isomer are known but I don't know them off the top of my head. I would look for DRMD to attempt to sub-license this to Zeneca, much the same way Sepracor has made a very nice business holding Big Pharma over the barrel with various "new, improved, purer" forms of various drugs (recently, Prozac and Lilly).

I think this would be a harder sell to go alone because the minor isomer is so very minor (<4%, I believe), rather than the 50:50 mixtures Sepracor tends to target. Certainly could'nt go the ANDA route (the whole point is, it's purer). But Zeneca could sub-license and essentially extend it's own patent life -- but they have a "pure" anti-estrogen (that is, pure anti-estrogenic activity vs. a pure chemical) in development and may not be interested. I wouldn't attach too much value to this potential product at this time -- too many unknowns.

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