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Biotech / Medical : DECODE GENETICS-*DCGN

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To: DewDiligence_on_SI who wrote (256)10/6/2006 4:36:10 PM
From: keokalani'nui  Read Replies (1) of 313
 
Both intervene in the 5-leukotrine pathway, though x051 attacks a novel target and is a v. different cpd (chemically). Since the premise of x031 (in-licensed as a late stage, shuttered program at Bayer) was to leapfrog the internal develpment path, your doubts are right on.

All things being equal, if fixing the formulation and restarting P3 takes 12 months you are probably right--x031 will die twice. Bayer royalty vs. proprietary x051, one P3 vs 2 P3 for same indication? No hard financial choices there.
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