Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : Duramed (DRMD) Synthetic Estrogen Product -- Ignore unavailable to you. Want to Upgrade?

To: Doug Bean who wrote (721)	4/3/1998 12:00:00 PM
From: Thure Meyer	Respond to of 1837

I think its a pretty exciting stock. The upside is so big. If we consider that the float is around 17 million shares and this stock should eventually trade at 15-20 P/E, then even 5% of a 1 billion dollar market is huge. Of course if the FDA doesn't approve it... Nevertheless its a very good for the money. Even the entry price of of 6 1/2 -7 is attractive. Thure

To: Doug Bean who wrote (721)	4/3/1998 8:54:00 PM
From: art slott	Read Replies (1) \| Respond to of 1837

Hi Doug, We can't forget about the perks the Drs. get from the drug companies. Vacations, wining and dining at conventions, kickbacks. This has been documented. Congress is not the only entity that gets influenced with $$$$. Btw you might want to check out imatron (imat). Nice write up in Newsweek, showcased on NBC today. Broke through big resistance Thurs. of $3. They make the heart scan that can predict heart disease 90% of the time. Painless and quick. Regards, Art

To: Doug Bean who wrote (721)	4/4/1998 8:35:00 PM
From: tommysdad	Read Replies (1) \| Respond to of 1837

AHP has launched a fairly major ad campaign promoting Premarin aimed squarely at Evista, a nonsteroidal selective estrogen receptor modulator from Lilly. The ads I have seen mention all the areas in a women's body that respond well to estrogen -- the implication being Evista won't have those same beneficial effects. What the ads don't show is the reported increased uterine cancer risk -- which is the whole idea behind Lilly's Evista. BTW, don't jump on increased uterine cancer risk due to Premarin as a potential advantage of DRMD's product. There is no reason to expect Cenestin to be any better than Premarin (after all, DRMD originally went after equivalency). I assume most MD's will prescribe a progestin along with Cenestin to address this issue.