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

To: scaram(o)uche who wrote (13390)	10/7/2004 12:07:58 PM
From: Biomaven	Read Replies (2) \| Respond to of 52153

Merck data that is bringing Vioxx down Except that MRK wasn't studying cardiac effects - that fell out as a side-effect of their polyp study which enrolled only heart-healthy patients. Topol was basically suggesting a Phase IV to study cardiac effects in patients at risk of cardiac events, and MRK and the FDA most decidely did not do that. Vioxx is known to raise blood pressure some, and perhaps that is part of what is going on here. It's pretty hard for the system to cope with a side effect that only emerges after 18 months and at a rate of under 1%. The health insurers are going to benefit from this fallout as people dump the cox-2's and move to cheaper NSAID's and OTC Prilosec.. Not sure if it's significant enough to play them or not - United Health (UNH) is the one I know about. Peter