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Biotech / Medical : Biotech Valuation

CRSP 53.47

+0.3%

Nov 28 9:30 AM EST

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To: rkrw who wrote (1095)	5/17/2000 2:21:00 PM
From: Biomaven	Read Replies (1) of 52153

rkrw, As always, an insightful post. I'd still classify Alza as the biggest. I think the point that Skye was making was that pharma were reluctant to partner with a potential competitor. To quote them: "We do not see them [Alza and Elan] as significant competitors at this stage." (I own both AZA and ELN, so this isn't met as a knock against either). On the inhalation side, agreed that the Skye technology seems older, but it's a mass-market application as against the niche products of the others (except for insulin, of course). The non-CFC MDI has apparently been a nightmare for the industry to develop - product stability and reproducible dosing have been very hard to achieve. A great example of environmentalism gone mad - a trivial amount of CFC release avoided at a cost of tens of millions of dollars and wasted research time for scientists who could be doing something useful. Actually there hasn't been much mention of the Skye/SEPR deal by either party since it was first announced a couple of years back - hope things are going OK. I assume it's for both xopenex and r-formoterol but I don't recall what was announced at the time. I guess another much smaller play in the oral-dose area is the other SEPR collaborator, Labopharm. On the pulmonary delivery side, why ARDM rather than INHL? I've intermittently owned both, but currently hold neither. Nice move by ARDM today after it's pretty rough ride of late - didn't see any fresh news, though. Peter

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