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May 12, 2008
bubbles always BURST
Analysis of: Speculators knock OPEC off oil-price perch | www.atimes.com
Author: GLG Expert Contributor
what goes up must come down.  This speculation in oil has happened many times during my lifetime and it is the same with all commodites (remember the holland tulips).  Yes, many have and will make fortunes in commoditiy trades, but in the end the real intrinsic value comes through.  When...
May 8, 2008
Not the Utility One Might Expect
Analysis of: Physician report card validity | physiciansnews.com
Author: GLG Expert Contributor
Physician ranking systems will certainly be a part of medical practice. But the real utility is not going to be in allowing patients to choose the "best" doctors--that will perpetuate the fallacy of drawing conclusions about a specific case from the general data. And the ability of this information...
May 7, 2008
Another player in the market
Analysis of: Novartis Menveo® vaccine shows superior immune response against four types of meningitis disease in pivotal phase III trial | www.novartis.com
Author: GLG Expert Contributor
Menveo appears to have some statistical advantages over the currently available product, Menactra (sanofi aventis.) Whether the higher antibody levels translate into better or more lasting protection remains to be seen. Given recent FDA action approving meningococcal vaccine for younger pediatric age...
May 5, 2008
In Rotateq v. Rotarix, cost is only 1 issue
Analysis of: FDA Approves ROTARIX(R) Rotavirus Vaccine | www.pipelinereview.com
Author: GLG Expert Contributor
-Rotateq and Rotarix are the only two approved rotavirus vaccines in the US.  It's unclear how Rotarix will be priced, and since it is a 2-dose series vs. Rotateq's 3-dose series, the cost will be very important. -However, there are other factors as well, such as Merck being first to market...
April 14, 2008
The Right Decision
Analysis of: Federal Court Sides With GlaxoSmithKline, Strikes Down Rules Issued by Patent Office | biz.yahoo.com
Author: GLG Expert Contributor
The proposed PTO rules, while logical on the surface, suffer from the all too common defect of over-generalization. In patent applications, as in so many other fields, there is usually not a one size fits all approach.
April 9, 2008
Not a Huge Advantage Over the Current Product
Analysis of: FDA Approves ROTARIX(R) Rotavirus Vaccine | www.pipelinereview.com
Author: GLG Expert Contributor
Yes, rotavirus disease is common, but overall, it is low on the worry scale for pediatricians in the US. Adoption of the Rotateq (Merck) product has been relatively slow, and I do not expect anything more for Rotarix.
April 7, 2008
Let the Rotavirus battle begin!
Analysis of: FDA Clears Glaxo Diarrhea - Virus Vaccine | www.nytimes.com
Author: GLG Expert Contributor
-Glaxo's Rotarix vaccine was approved last week for prevention of rotavirus infection in infants -Merck's product, Rotateq, on the market for 2 years in the US, already has an established pipeline to essentially all pediatric primary care providers -There are small differences between the 2 vaccines,...
April 4, 2008
Limited Clinical Utility Doesn't Necessarily Stop a Test from Being Used
Analysis of: Molecular Testing for Respiratory Viruses | www.aacc.org
Author: GLG Expert Contributor
While it is often "nice" to know specifically what virus might be causing symptoms, this knowledge generally has little effect on patient treatment. It might have a public health benefit, in terms of reducing contacts and spread, but this benefit is not generally considered to be cost-efficient (the...
April 4, 2008
Limited Clinical Utility Doesn't Necessarily Stop a Test from Being Used
Analysis of: Molecular Testing for Respiratory Viruses | www.aacc.org
Author: GLG Expert Contributor
While it is often "nice" to know specifically what virus might be causing symptoms, this knowledge generally has little effect on patient treatment. It might have a public health benefit, in terms of reducing contacts and spread, but this benefit is not generally considered to be cost-efficient (the...
April 1, 2008
Cause and effect? Or just temporal association?
Analysis of: FDA Investigating Possible Link Between Singulair and Suicide | www.foxnews.com
Author: GLG Expert Contributor
Post marketing studies, required by the FDA, are the lowest form of study. There is no blinding of the investigator, no control group and no ability to quantify risk vs. benefit. There is also no denominator to the numerator of alleged side effects reported, so true risk cannot be assessed.

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