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


To: Qualified Opinion who wrote (20352)6/22/2006 7:46:21 PM
From: Arthur Radley  Respond to of 52153
 
IMO the insomnia market is becoming very crowded...just consider some of the newer drugs and the huge marketing efforts we have seen....Lunesta, Ambein and now Ambein CR, Rozerem(just now starting to actively market their drug), Sonata. The numbers I heard tossed around as to what has been spent to advertise Lunesta and Ambein are astronomical budgets and maybe PFE just realized that the market share for the NBIX drug wouldn't be worth the effort.

With this said...and speaking from personal experience, insomnia is a growing issue for millions of people..young and old!



To: Qualified Opinion who wrote (20352)6/22/2006 7:54:55 PM
From: LJM  Read Replies (2) | Respond to of 52153
 
The more I think about it, you and Erik are probably right. PFE may be exiting insomnia for the present.

PFE could be thinking indiplon was looking like a "me-too" product at best.

I think they were hoping for much more from indiplon. Given that, SEPR probably doesn't fit the bill either.

I imagine if they get into Insomnia it will be with a new class of drug.

It will be interesting to see how this all plays out.