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Pfizer Inc. Message Board

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  • fizrwinnr11 fizrwinnr11 Jan 10, 2011 8:20 PM Flag

    PFE technicals are sound

    SeekingAlpha is a blog that is often biased. The fact is that at the time Exubera was approved, the Wall Street Journal and other influential publications were predicting that the drug would easily be a blockbuster. NVO and LLY certainly agreed as they were hastening to develop their own inhaled insulin products.

    It's silly for Seeking Alpha to blithely say that few wanted the product when for example the UK forced would-be users to have to see psychiatrists that would attest to their being extremely needle-phobic. Certainly Pfizer hadn't bargained on THAT.

    Nor did they give much thought to the idea that insurers wouldn't reimburse for the product. After all, BVF never had any problems getting reimbursement for purely convenience product Wellbutrin XL which was simply once-a-day Wellbutrin versus two or four times a day Wellbutrin.

    It's only because of the stance of the new head of the American Diabetes Assn. that insurers were afforded a way to not have to pay two or three times the cost of injected insulin for convenience product Exubera.

    And no number of Seeking Alpha blogs are going to change the basic facts.

    Whether that new ADA head knew it or not, he was sending a lot of his people to either an early grave or a much worse quality of life than they would have had if they had had the chance to use Exubera.

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    • > SeekingAlpha is a blog that is often biased


      You have literally been given dozens of link and references, all of which refute your silly claim.

      Repeating the lie will not work, it just makes you look silly.

    • > It's only because of the stance of the new head of the American Diabetes Assn


      "From a treatment standpoint, Exubera was not a very convenient system, said Dr. Joel Zonszein, director of the clinical diabetes center at Montefiore Medical Center in New York City, which treats some 4,000 patients each year. Many patients with type 1 diabetes still opted for injections and type 2 diabetes patients found it cumbersome and didn't necessarily need insulin.

      "There's no question about safety and effectiveness with Exubera," Zonszein said. "But the practicality of putting a large patient population on it was a problem.""

    • >


      > It's only because of the stance of the new head of the American Diabetes Assn


      Bloomberg:


      "What went wrong? In short, Pfizer made a massive miscalculation about how patients with diabetes manage their disease. What initially attracted the company to Nektar's invention was the idea that inhaled insulin would offer an attractive alternative to patients afraid to stick themselves with needles multiple times a day. But the needle sticks really aren't that much of a hassle, many patients report, and the needles themselves have gotten so thin that they cause virtually no pain. "

    • > It's only because of the stance of the new head of the American Diabetes Assn


      "Another concern for doctors about Exubera is that long-term use of inhaled insulin can damage the lungs. Pfizer’s clinical trials show that the drug causes lung function to drop in some patients.

      The decrease appears to be minor and to reverse if patients stop using the drug. Even so, patients must take a lung-function test before beginning Exubera, something that has discouraged doctors from prescribing it, said Dr. Joel Zonszein, a diabetes specialist at Montefiore Medical Center in the Bronx.

      Dr. Zonszein said he had tried to put about half a dozen patients on Exubera since the drug was introduced last summer. All have stopped using it, he said. “The inhaled market may just not be there,” he said. “The needles we have nowadays are very friendly. They’re easy to take.”

      Hoping to encourage sales, Pfizer has transferred responsibility for promoting Exubera from its pain management division to its cardiovascular division. The cardiovascular sales force, which helped turn Lipitor into the world’s top-selling medicine, is highly regarded.

      But the change may not make a difference, said George Grofik, a drug industry analyst at Citigroup. In February, Mr. Grofik’s team surveyed 35 doctors, polling primary care physicians and diabetes specialists, to get their opinions on Exubera.

      Nearly 9 of 10 doctors had “medium” or “high” awareness of the drug, the survey found. But more than half said they were concerned about Exubera’s safety. They were also concerned about its price and the bulkiness of the Exubera inhaler.

      Because many doctors seem to have made up their minds about Exubera, Mr. Grofik said, Pfizer will face an uphill battle as it tries to change their views."

    • > It's only because of the stance of the new head of the American Diabetes Assn.



      If that really were true, don't you think Forbes would have mentioned it:

      http://www.forbes.com/2007/10/18/pfizer-earnings-pharmaceuticals-markets-equities-cx_cg_1018markets17.html

 
PFE
33.37-0.32(-0.95%)Jul 2 4:02 PMEDT