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Biotech / Medical : Biotech Valuation
CRSP 56.70-2.2%3:41 PM EST

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To: Harold Engstrom who wrote (3694)5/8/2001 9:37:22 AM
From: Mark Bong   of 52153
 
Harold, if it is the same molecule as stated by many including Ares Serono, then the three times a week dosage does have a major impact on efficacy. There is another question. What impact does it have on the patient? Three times a week seems like a tough regimen. Would the higher dosage cause long-term safety issues? How would the patient do on a prolonged basis? For sure the data looks compelling, but I feel that there are still many questions to be answered.

In addition, Serono has used pretty severe tactics to brow beat the FDA, including using Congressional reps to push them. I know that civil servants don’t like this, and I would suggest that the FDA would demand a great deal of proof before this one gets approval. As for Biogen, their future is in Amevive and ELAN, and they had better dig up a few more good licensing opportunities.
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