SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Biotech Valuation
CRSP 52.19-2.5%3:58 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Michael Young who wrote (4027)6/6/2001 10:58:09 AM
From: rkrw   of 52153
 
Michael,
The problem is that the FTC usually sees fit to force divestiture of compounds that overlap with the acquirer's existing pipeline. Potentially there could be a conflict between BMY's existing statin pravachol ($2B/year) and kosp's combination product of an old statin and niacin.
That's actually one potential glitch I see, why prescribe an old statin in combo, why not prescribe a gold standard statin, such as lipitor and niaspan if you want that dual benefit?

As Peter points out, a forced divestiture could potentially present a bullish scenario for kosp.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News