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Biotech / Medical : MGI Pharma MOGN New patents, anti cancer

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To: Icebrg who wrote (1623)12/8/2005 3:48:27 PM
From: tuck   of 1826
 
I just listened myself. The only thing I can think of that might have scared people was that they may not have bought Moulder's theory on why Aloxi would hold up in the face of generic Zofran. Which was that it was clinically better than Zofran, had been put in formualries in spite of awareness of Zofran going generic soon, and some other argument I didn't understand regarding generic Zofran's economic position.

He did affirm that Europe is not important for MGI wrt Dacogen from a revenue perspective, although he did say a partner would be important for sharing development costs.

I like the idea of expansion into the PONV market for Aloxi, though the revenue from that setting is not going to be the same. He estimated 250M peak sales potential there. My notes don't confirm this, but I thought he said the pivotal trial data for PONV would be released in the middle of next year.

Anyway, I've loaded about as much MOGN as I can stand.

EDIT: Do any of the dates relating to launch or data release represent pushouts or delays? A poster on Yahoo suggest this without saying which product he was referring to.

Cheers, Tuck
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