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Biotech / Medical : T/FIF Portfolio

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To: scaram(o)uche who wrote (927)6/3/1999 7:19:00 AM
From: dalroi  Read Replies (1) of 1073
 
RICK
concerning duramed cenestin

i looked into it
but i have some doubts about it
1/ hormonal replacement therapie is a very small market
2/ very frustating for the gynecologist (i'm one so i know it) people take it for a time and then stop it out of fear for cancer etc..
3/ there are a lot of alternatives on the european market with beter profiles
4/ in belgium we have already (hehehe ) plant derived aoestrogen like substances but they are not selling well , probably due to gyne resistance ?
5/ last i heard solvay pharma would be marketing a similar product in the us
6/ seems this is a 1 drug compagny they either live or die on cenestin

please correct me if im wrong

DALROI
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