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Biotech / Medical : PFE (Pfizer) How high will it go? -- Ignore unavailable to you. Want to Upgrade?

To: Pierre Borczuk who wrote (4860)	8/12/1998 7:42:00 AM
From: Dave	Respond to of 9523

Pierre, You are correct that DMARD stands for disease modifying anti-rheumatic drugs. Arava falls in this class and will likely not compete in the large OA market with the COX-2 inhibitors. It will be used in RA (much smaller market) either along with the new COX-2's and so there may be some competition there. IMO, the money that stands to be made off the COX-2's will come from the OA prescription market initially and then eventually from the OTC market. If ibuprofen, naproxen, etc are considered safe now as OTC's, imagine the push to bring the COX-2's over the counter since they are supposed to have virtually no associated gastropathy. I think the biggest question concerning the COX-2's is their efficacy when compared with traditional COX-1 NSAIDs. We'll have to wait and see how they work in the general population after they are approved by FDA. Hope that helps! Regards, Dave