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Biotech / Medical : Zeneca Group plc (NYSE ticker ZEN) -- Ignore unavailable to you. Want to Upgrade?

To: Anthony Wong who wrote (41)	9/2/1998 9:12:00 PM
From: JF2155	Respond to of 75

Tony I see why BARR rose today on ZEN approval. I wonder if BARR and ZEN will merge some day? BARRs morning after pill research mirrors ZEN pills . Just thinking . JIM

To: Anthony Wong who wrote (41)	9/2/1998 9:27:00 PM
From: DavesM	Read Replies (1) \| Respond to of 75

Anthony, Remember a favorable recomendation from an FDA panel is not the same as Approval. The lack of movement on Zen today, probably means that the news has already been discounted and expected. Regarding marketing muscle to promote Tamoxifen, remember that Tamoxifen is probably the most commonly used treatment for Breast Cancer right now. In addition, Zeneca has just added Roche as a partner to promote the drug. Even though Barr sells most of the Tamoxifen in this country, my understanding is that Barr PURCHASES its tamoxifen from Zeneca (part of their deal with Zeneca). Finially If you are expecting that Evista will soon be marketed.for the prevention of Breast Cancer, you should know that the study (Evista vs Tamoxifen) will probably take several years before data will be even looked at, let alone approved. Also remember, the cost of tamoxifen will probably be much less expensive than Evista (HMO's might not even offer Evista for Breast Cancer prevention unless difference between Tamoxifen and Evista is dramatic).