Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Pseudo Biologist who wrote (7282)	12/11/1999 11:15:00 PM
From: Vector1	Read Replies (2) \| Respond to of 9719

PB, One of the revolutionary changes that is going on in medicine is that patients (in part thanks to the internet) are much better educated and will demand the treatment they think is best. A good example is the battle between Crixivan (MRK) and Viracept (AGPH) a couple of years ago. Many expert believed Crix would maintain its dominance because of MRKs marketing muscle even though Viracept was a superior molecule. Wrong. Viracept won in part because of patient knowledge and demand. Cancer patients are becoming more knowlegeable. Which treatment will they press for. The following are in my view how most patients with NHL would rank a treatments characteristics from most important and on down. 1. Efficacy 2. side effects 3. convenience 4. cost If I am correct then why are so many analysts focussed on convenience. I believe it is because they are talking to doctors who might rank convenience and cost quite a bit higher than the patient. IMO first line patients will demand combination treatment, and if Bex plus Fludarabine continues to show 70% plus complete response rates which last that combination will be demanded. It will be interesting to see how this plays out. V1