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

To: Jibacoa who wrote (5746)	2/26/2002 9:04:24 AM
From: Biomaven	Read Replies (3) \| Respond to of 52153

Bernard, From what I've heard the J&J stent (the RAVEL trial) seems to be in the lead. Why do you think KOSP will have a hard time? In their recent CC they sounded pretty confident based on very early indications. True there will be some cannibalization of Niaspan, but the new drug is 60% more expensive. Not surprisingly, they've gotten onto formularies quicker than just about any non-generic I've ever seen. AZN in the short term is going to be driven by what happens to Prilosec. One article I saw suggested that AZN might apply for it to go OTC, which would certainly hurt ADRX. Peter