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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Rocketman who wrote (4062)	2/10/1998 9:45:00 AM
From: Biomaven	Respond to of 9719

Rocketman: Thanks for the release. Here's a pointer to the Lancet article (you have to register but it's free): thelancet.com The most significant issue to my mind is Loratidine (Claritin), the current overwhelming market leader. The letter claims 13 deaths and 286 "rate and rhythm" disorders per million days of use. If the SEPR improved version is safer (which I don't know) this would doubtless speed up the introduction by Schering-Plough of the SEPR version. All-in-all this is likely to be continuing good news for SEPR. I am confident that neither SP nor J&J are going to "file-and-forget" their license agreements with SEPR and just push their existing drugs. These new safety issues, and their own patent expirations, (probably in the reverse order <g>) are going to push them to aggressively develop and promote the improved versions. Peter