Biotech Valuation Message Board

STOCKTALK

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 53.52

+0.4%

Nov 28 12:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Biomaven who wrote (1093)	5/17/2000 9:31:00 AM
From: Biomaven	Read Replies (2) of 52153

Here's an interesting quote from SkyePharma: "Demand for drug delivery has surged as pharmaceutical companies battle to make difficult drugs deliverable and competitive at launch. The increased demand, together with more sophisticated drug delivery technologies and increased services, have transformed the attractiveness of being in this industry. Importantly, it has become more financially attractive -- the average reward which includes technology access fees, milestone payments, manufacturing margin and royalties is now three times the level of just four years ago." and: We are increasingly being remunerated in the 13% to 15% royalty rate band, rather than the 3% to 5% that was the case when SkyePharma floated in 1996. The other interesting point made was that Elan and Alza have transformed themselves into mini-pharmas instead of drug delivery companies and thus are no longer seen as players in this niche. Skye does seem to be the biggest guy on the block now, and seems set to do well over the next several years. (I own some courtesy Depotech - interesting also the Depotech technology seems to have caught fire this year, despite a manufacturing misstep on Depocyte). Peter

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next