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

To: vestor who wrote (1275)	5/27/1999 9:10:00 PM
From: ubrx	Read Replies (1) \| Respond to of 1837

Vestor, I wish I knew what kind of profit margin and market penetration they will achieve...but I don't. As Mr. Stewart mentioned if the DRMD product is priced cheaper than Zenith Goldline they will take market share. Hopefully, they will not get into a price war where margins are cut to an absurd level. IMO, there is room for Zenith and Duramed to both make some money on this product. It is a very big seller. Jim

To: vestor who wrote (1275)	5/28/1999 10:31:00 AM
From: Doug Bean	Read Replies (1) \| Respond to of 1837

Vestor : A friend just spoke with DRMDs IR and says cenestin to be priced only 2% less than Premarin. This should help avoid a price war. Interest in Cenestin is still very high and they are running full blast on it. Does not see any reason it won't be a big hit. Says the real by win that will come from the new drug is that other large drug manufacturers will see the very advanced "time release" formulation of this new drug and that they will earn more business from this state of the art delivery system. Feels several of them will need this service and come to them. CRDoug