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Biotech / Medical : Biotech vs. Shorts
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To: Pseudo Biologist who wrote (167)8/17/1999 5:34:00 PM
From: Biomaven  Read Replies (1) of 427
 
PB,

I'll give it a shot:

SEPR - seldane/allegra case was one in a million; all other ICEs will not show enough of a benefit. FDA has tied their hands to push Xopenex; given that, how can they ever compete with generics? Repeat for every other drug in their pipeline.

Basically Allegra and Xopenex currently form two ends of the spectrum - Allegra's closest competitor forcibly removed, while Xopenex competes against generics with not much ammunition (yet). There is absolutely no reason to assume all SEPR's 20 or so ICE's are going to be at the "wrong" end of this spectrum. Even Xopenex could move dramatically across the spectrum if the recent trial turns out well. All SEPR needs is a "hit" by any of a dozen or so candidates, or even moderate success by three or four to make it ridiculously cheap.

Peter
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