gratianus

Merck, Schering-Plough: Confessions of a Vytorin Patient

I'm an SGP shareholder. I don't take Zetia or Vytorin but a generic statin that does a fine job of supressing my LDL. As a shareholder I find almost everything expressed above--even the comments critical of the products' broad use--encouraging, since there obviously is a continuing need for these drugs even if the panel's and the NEJM's editorials were to be substantiated by subsequent studies. The point as an investor is that at current prices there seem to be absolutely no revenues or profits factored into SGP's share price. If there is continued revenue, even attenuated as it will be, the market is grossly misreading Schering's position.
Though I wonder about how the data was presented at the ACC meeting, I'm not surprised by the hysterical media reporting or the market's Henny Penney response. Let's see where SGP is six months from now.