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


To: Doc Bones who wrote (10195)1/29/2004 9:36:31 AM
From: Biomaven  Respond to of 52153
 
The combo pill article is interesting in the context of SEPR's proposal to combine their Norvasc ICE with an ARB (angiotensin II receptor blocker). As I had speculated over on the SEPR thread, this proposal is interesting not least because it presumably assumes a partnership with one of the half-dozen or so existing pharma with ARBs on the market. So that might imply some relatively near-term news.

At some point a pharma is also going to come up with an ARB/statin combo. There's an argument to be made that virtually all older people would benefit from that combo - the statins reduce inflammation and help with osteoporosis, while the ARB blocker likely helps with fibrosis of all sorts and do other good stuff as well. (Note that the good things I cite are quite distinct from the original purposes of these drugs, which of course are cholesterol lowering and reducing hypertension respectively).

Peter



To: Doc Bones who wrote (10195)1/29/2004 10:42:05 AM
From: tom pope  Read Replies (1) | Respond to of 52153
 
Has anybody done GERN yet - you have a cow but it's not yours?



To: Doc Bones who wrote (10195)1/29/2004 1:04:54 PM
From: A.J. Mullen  Read Replies (1) | Respond to of 52153
 
That's an interesting take on the economics of dual drug combos. I had been assuming the combo would cost more than their component parts - particularly when one is aspirin - and wondered if doctors would explain how patients might save money. A single copay to the insurance company is a powerful incentive for the patient. I suppose insurance companies response will be to put the combo in the tier of drugs that requires the maximum copay.

Ashley