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Replies to #522 on Biotech Values

DewDiligence

12/03/03 2:42 PM

#525 RE: rwwine #522

[OT] Merck and Schering-Plough:

>> [From the CBS article]: Still, Merck does have its share of defenders, who highlight the potential of a new combination cholesterol therapy. Merck and partner Schering-Plough recently applied for U.S. clearance to market their cholesterol medications, Zetia and Zocor, in a single pill. The combination is expected to win Food and Drug Administration approval next year. <<

I used to be a big believer in the potential for Zetia and the Zocor/Zetia combo pill, but I have recently changed my view and now think these products will fall short of many investors’ expectations. FWIW