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Biotech / Medical : Don't Floss, You Lose - (ATRX) To the RESCUE. -- Ignore unavailable to you. Want to Upgrade?

To: Arthur Radley who wrote (176)	4/16/2002 2:02:08 PM
From: tuck	Read Replies (3) \| Respond to of 182

OK, but not exactly ground breaking. centerwatch.com If these guys can take significant share of this 1.2 billion market, then they deserve to toot their horn. My current take is that they are a late entrant offering incremental improvements, in an easily entered market. And how are they pricing this? Roche is working on a longer-acting treatment, as I noted, and it turns out Bayer has, too. Putting leuprolide acetate in Alza's DUROS implant (titanium cylinder) for a 12 - month delivery. Approval by FDA does not mean acceptance by the marketplace: hsc.virginia.edu >>Leuprolide acetate implant, a nonbiodegradable implant designed to deliver leuprolide acetate at a controlled rate over 12 months, is indicated for the palliative treatment of advanced prostate cancer. Leuprolide acetate implant was rejected due to lack of advantages and significant cost over 4 month leuprolide depot injection.<< Wondering why 12 months isn't an advantage. Maybe it doesn't cut down on doctor visits, since these patients probably have to be monitored more closely than once a year. Wonder whose market research in determining what advantages will sell is correct. And speaking of Abarelix, Sanofi's Synthelabo has the European marketing rights, while Roche has promotional rights elsewhere. Can't remember what markets Sanofi has the rights to with Atrigel formulation. Granted, Atrix' subcutaneous delivery is an advantage, but if not competitively priced and promoted, formularies could well make patients suffer the occasional intramuscular injection or implant. Still digging around with no position. Cheers, Tuck