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Biotech / Medical : Sepracor-Looks very promising

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To: Don Miller who wrote (3036)5/26/1999 3:35:00 PM
From: scaram(o)uche  Read Replies (2) of 10280
 
>> I am puzzled by your comment. <<

Why?

>> Have I miss interpreted <<

I don't know her, so I can't comment on whether or not you have her.

>> Please enlarge and comment on why you think Tanox's drug is not a business threat. <<

The project failed in its first phase II trial, and 600 mg of antibody isn't cheap. The product, if approved, will be expensive. Some patients don't like needles. On a scale of 0 for no symptoms and 3 for severe symptoms, a decrease in ocular symptoms of 0.09 isn't exactly overwhelming. Few will opt, IMO, for limited efficacy relative to a good antihistamine, given that it requires two visits to a doc.

I have moderate allergy problems with rather acute ocular issues. A good antihistamine and eye drops from Alcon (over the counter) allow me to lead a completely symptom-free life. I have no interest in visiting a physician's office for expensive biologicals, and feel that a majority of patients will think like me.

Trials can be powered to make small contributions "significant". I believe that, if FDA likes the data, GNE will do well with anti-IgE. However, I don't feel that it will make a significant dent in antihistamines. It could even expand the market.
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