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Biotech / Medical : biotech binary events
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To: nigel bates who wrote (125)10/7/2003 6:42:23 PM
From: Icebrg   of 295
 
>>Isn't that the point ? In a large market, small (dis)/advantages can make a large difference in revenue.>>

I don't think that NPSP will immediately release data that will make it possible to compare the two drugs. Especially not if Preos appears to be inferior in any respect.

I believe that the deciding factors will be the carcinogenic studies, results from which are supposed to be released already this year, and how NPSP chooses to set up their sales and marketing efforts.

Considering the advantages that these two new drugs bring (they are the only ones growing bone) there should be a market for both of them and the winner will be the one with the most successful sales and marketing approach.

I think that NPSP is an interesting company on the verge of moving over to the black side on the back of revenue from Cinacalcet and Preos. (Unless they in true biotech fashion increases their spend correspondingly). There has however been an awful lot of insider selling recently, which makes me concerned. It seems almost "everyone" on the board and in the management group has filed at least one Form 4.

Based on this, I believe that the most important factor for NPSP's road towards potential future success will be their choice with regard to the partnering strategy.

Erik
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