This is from The New York Times' version of an Arbiter 6 - HALTS spec piece -- actually not a bad one -- by Natasha Singer:
. . . .Seamus Fernandez, an analyst with the investment bank Leerink Swann, said he expected the study to favor niacin.
A research study by the bank, based on interviews with about 100 doctors, predicted that prescriptions for Merck’s cholesterol franchise could decline by 25 to 35 percent in the next 12 months, if the study reports niacin to be statistically superior to Zetia. But Mr. Fernandez said that was a worst-case outcome. . . .
One thing is certain -- most of Wall Street's bigger pharma analysts will be in Florida, on Monday morning -- first thing. Here's more on the Arbiter 6 study early termination. Maybe I'll dart down there, too. We'll see.
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