Category Archives: Claritin Bejing Olympics Deal Telepravir Vertex Scherin

A few quick, semi-random, thoughts. . . .

Odd — Schering-Plough announces that it has an Olympics tie-in deal (Claritin) all set to go for Opening Ceremonies on Thursday night in Bejing, China — and Schering stock falls, today.

Is it that Wall Street realizes selling a “clearer breathing” drug, in a city whose air-quality is now worse than London, circa 1845, isn’t going to do too much for Schering?

Or, is it that Wall Street is just now fully-grasping at the greater FDA approval-race lead — and candidate efficacy — Vertex’s Telepravir seems to possess (over the Schering next-gen Hep C Candidate)? I dunno.

OR — COULD IT BE — that no matter which company “wins” the next gen Hep C drug candiate “battle“, Schering will still lose the “war” — it will not really help Schering {much}?

Why? Well, because that new next gen Hep C product will simply CANNIBALIZE a fair amount of Schering’s current Hep C drug market-share. And that is the best case — if Schering “wins” — and is first to market.

If Schering is second (or third!) to market — it is not just a missed opportunity — it is an EROSION to Schering’s earnings.

Just a few thoughts, here. . . .