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Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?


To: Biomaven who wrote (5202)12/21/2001 11:37:40 AM
From: Bob L  Read Replies (2) | Respond to of 52153
 
Thanks, Peter.
"...with known CHD" seems like a fairly big caveat. Many people taking statins have not been diagnosed with CHD. They have been identified as at risk by cholesterol testing. So the statin-taking population may be different from the men with CHD population. Plus, the standard practice is to start with statin, which may raise HDL enough, in some people, that it is no longer considered low enough to be a significant risk.

I'm just being a bit of a devil's advocate here, suggesting the niacin-statin population may be significantly smaller than the statin population.



To: Biomaven who wrote (5202)1/14/2002 9:52:05 AM
From: quidditch  Read Replies (1) | Respond to of 52153
 
<KOSP> Obviously difficult to assess the potential patent and infringement issues, especially when it is not yet clear which company is asserting the right to market generic niaspan (if I have that right), but any thoughts here Peter as the market continues to mark Kos P down?

quid

PS At dinner Friday night, a friend who is an active inventor in tech of various types and who lives not far from the Charles River, in Gloucester--well, not too far--had not heard about the en banc decision and SC oral argument in Festo (his wife, who works in the media biz in NYC) had because of one of her pet right wing targets who argued the case, had). Thanks for the brief and article.