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Biotech / Medical : wla(warner lambert) -- Ignore unavailable to you. Want to Upgrade?

To: Bull-like who wrote (694)	4/7/1999 9:13:00 PM
From: Brian Malloy	Read Replies (1) \| Respond to of 942

Yes Rezulin is a drug with much promise and has been beneficial to patients. However, in looking at a dominant strategy - in a world where controlling costs is key. Given two drugs with the same profile and efficacy but one drug requires nine or ten blood tests and the other doesn't who will eventually take the lion's share? In the ED market it was take a MUSE pellet or inject with CAVERJECT. Then, along came Viagra which was much easier to take as a pill and sales of MUSE and CAVERJECT dropped rather precipitously. If people don't have to get a blood test or require fewer blood tests with competitors to Rezulin then both the patient, doctor and HMO/Hospital will probably be in agreement and the competitor's product will be added to the formulary. We can also expect that the competitor will make great use of advertising/marketing to illustrate differences and point out the safety profile. IMHO