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Biotech / Medical : Encysive Pharmaceuticals (ENCY) -- Ignore unavailable to you. Want to Upgrade?

To: dr.praveen who wrote (10)	12/19/2005 10:45:09 PM
From: rkrw	Read Replies (1) \| Respond to of 205

Praveen, I was talking about similar efficacy to tracleer. Which I thought was virtually identical. Regarding market share, even with advantages (dosing and liver tox) it's not easy to supplant a market leader. Physician experience, brand name, existing patients that have no need to switch and so forth. If thelin took 30% share after a couple of years ($200M) I think that would be very good. Then when ambritensan hits the market, it's still too soon to say what will happen other than the pie will be split into another piece. I've also run some numbers and they weren't much different than your best and worst case scenarios.