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Biotech / Medical : Pharma News Only (pfe,mrk,wla, sgp, ahp, bmy, lly) -- Ignore unavailable to you. Want to Upgrade?

To: Anthony Wong who wrote (1179)	12/4/1998 10:39:00 AM
From: Henry Niman	Read Replies (1) \| Respond to of 1722

Paine Webber came out with an ATTRACTIVE rating on LLY today and discussed Evista bone fracture and breast cancer prevention data. Details linked to the SERMs Table on the New Therapeutics page at biocognizance.com or 206.86.188.121

To: Anthony Wong who wrote (1179)	12/11/1998 8:56:00 AM
From: Henry Niman	Respond to of 1722

Today's WSJ has an extensive article on the 55% reduction in breast cancer among patients taking LLY's Evista (Raloxifene) for prevention of osteoporosis. The article also discusses patent expirations. Details linked to the New Therapeutics page of biocognizance.com (SERM Table)

To: Anthony Wong who wrote (1179)	12/11/1998 9:33:00 AM
From: Henry Niman	Read Replies (2) \| Respond to of 1722

Yesterday BT Alex Brown issued a reiterated STRONG BUY on LLY in spite of the halt of their PTH (Para Thyroid Hormone) phase III trial for treatment of osteoporosis due to an adverse effect (bone tumors in rats treated with high doses). BTAB doesn't think that this will impact LLY's bottom line since the submission was slated for 2000, and the drug had to be injected. However, such a result does help the argument for development of rexinoids to compliment SERM treatments (for osteoporosis and breast cancer). LLY, PFE, and AHP have rexinoid deals with LGND for osteoporosis and/or breast cancer. LLY also has a diabetes deal with LGND (Rexinoids with TZDs), while WLA has a Rexinoid/TZD deal with AGN. Rexinoid/SERM details linked to Ligand Clinical Page as well as New Therapeutics Page Rexinoid/TZD details linked to Diabetes page (at biocognizance.com)