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

To: tom pope who wrote (13231)	9/30/2004 1:35:06 PM
From: Biomaven	Read Replies (1) \| Respond to of 52153

I guess it likely is good for PFE - to the extent that people switch, it's likely going to be to Celebrex. Of course the growth rate for this class as a whole is going to take a severe hit - many more folks are just going to end up on the NSAID/omeprazole combo I suggested. (Or just plain NSAIDS, which will chew up their stomachs, but NSAIDS are cheap so maybe the system doesn't mind). Benefits United Health and the Blue Crosses and the lawyers... Likely Novartis will benefit if their drug Prexige also gets approved - they certainly have done the most thorough cardiac studies. I guess this news does make the drug stocks as a whole look riskier. It also makes their bare pipelines look that much barer, MRK in particular. I think we'll see some more munching activity going forwards here. SEPR anyone? Peter