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Biotech / Medical : Biotechnology Value Fund, L.P. -- Ignore unavailable to you. Want to Upgrade?

To: Biotech Jim who wrote (705)	6/10/1999 2:03:00 PM
From: scaram(o)uche	Read Replies (2) \| Respond to of 4974

Jim: There are additional issues to consider, including the relative selectivity of the compounds against COX2 vs COX1 at relevant drug plasma and GI levels, ability of each compound to cross the BBB (for CNS related inflammation; note that both compounds are in Ph3 studies for SDAT); relevance of potential active metabolites (data on this front not fully published), and individual patient differences. Nice to have friends to float your naive questions in front of. Thanks! As for the relative viewpoint on the MTC vs MRK stocks, note that MTC is still primarily an ag biotech company in which there is much negative European commentary on genetically modified foods. MRK has several biggies coming off patent soon, and has stumbled a bit on their NK1 compound for depression. My commentary related to PFE. I feel that they are going to lose a huge chunk of revenues in the next three years, and that VIOXX may cut into revenues more than these early returns might indicate. Moreover, I feel that consumer communications, here on the net, can cost Pfizer millions on a daily basis. In fact, I'll bet that we could cost Pfizer millions just by continuing critical discussion and analysis in this thread. I'm considering the wisdom of constructing a list of companies/products that encounter tox issues either after approval or in the latest stages of testing. Certainly, nobody would question that PFE might be listed rather frequently? Would frequent entries be coincidence, or would it reflect corporate cultures that focus more on profit than on patient well-being? I was just saying that, first blush looking at the Merck claims and given chronic disease without acute elements, why not switch to Vioxx and check it out? I would, even if Celebrex were working well for me. What does everyone think?..... the marketing of antihistamines has largely moved from the detail rep to TV commercials. More and more patients/consumers are also deriving their information from the net rather than from magazines ads while waiting in their physician's office. Look at how AGPH beat Merck in HIV PIs. Yes, that was mostly the sales team that Snyder built, but it was also modern day, patient-to-patient communication. Does SEPR need JNJ? I suspect that either the giants move in quickly to pick up the franchise, or that the franchise will eventually carve them down.