AI
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| Alias Born | 04/28/2004 |
Thursday, July 22, 2004 5:15:18 PM
Nitromed:
Granted, the only thing innovative about BiDil is its marketing plan. But I fail to see why you think it won’t sell.
Well, you have an NO donor that is the primary one used in the clinic (isosorbide dinitrate) coupled with a drug, hydralazine, that is typically third in line behind an ACE inhibitor and an Angiotensin II antagonist (provided the patients do not tolerate the latter two very well). Practically, by the time patients get to hydralazine, they already have an active prescription for the NO donor, meaning that they'll just get an additional prescription for hydralazine. The three cardiologists that I have spoken to (all active in practice at the hospital here) said that there is no practical advantage, from a health care standpoint, to having these two drugs combined. They were, however, interested in the outcome of the trial (all were familiar with the recent news, actually), and intended to take advantage of the study results (once released) in treating their patients.
My gut feeling from talking to them is that they will not change their prescription habits, especially since they can prescribe these drugs individually and gain the clinical benefit. It will be a difficult marketing effort for Nitromed, in my opinion. I may be all wet on this one, but what else is new?
Congrats on the stock price appreciation, however. After all, the market *is* about making money
Granted, the only thing innovative about BiDil is its marketing plan. But I fail to see why you think it won’t sell.
Well, you have an NO donor that is the primary one used in the clinic (isosorbide dinitrate) coupled with a drug, hydralazine, that is typically third in line behind an ACE inhibitor and an Angiotensin II antagonist (provided the patients do not tolerate the latter two very well). Practically, by the time patients get to hydralazine, they already have an active prescription for the NO donor, meaning that they'll just get an additional prescription for hydralazine. The three cardiologists that I have spoken to (all active in practice at the hospital here) said that there is no practical advantage, from a health care standpoint, to having these two drugs combined. They were, however, interested in the outcome of the trial (all were familiar with the recent news, actually), and intended to take advantage of the study results (once released) in treating their patients.
My gut feeling from talking to them is that they will not change their prescription habits, especially since they can prescribe these drugs individually and gain the clinical benefit. It will be a difficult marketing effort for Nitromed, in my opinion. I may be all wet on this one, but what else is new?
Congrats on the stock price appreciation, however. After all, the market *is* about making money
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