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

To: Czechsinthemail who wrote (6632)	6/26/2002 9:23:45 AM
From: Biomaven	Respond to of 52153

<Prilosec> Actually the more interesting Prilosec situation is the OTC proposal. The question is what effect will it have on ADRX and AZN. To my mind the key here is that the OTC label is differentiated from the RX version, and so I'm assuming you can have both an OTC and generic version. Certainly the 40mg strength will not be OTC, so that will be a generic only. Not sure what the dosage split between the 40mg and 20mg currently is. Bottom line is that I think ADRX will still get a decent market share here, and AZN will be relatively unaffected. This contrasts with the Claritin situation, where I think SGP (and SEPR) benefit from an OTC competitor instead of a generic. Peter