Blue, Neuprex used to have the time advantage, now Icos has solid Pafase pII results and pIII to begin in 5 to 6 months. Chiron/Searle completed Tifacogin pII (no data released, just trust them and the baboons/rabbits who got the drug)and pIII recruitment ongoing.
Now how do you give Neuprex value with this two products at the same development rate? if all the three (bpi is the 3rd)are completed by 2001 and in the market by 2002, how will that affect Neuprex prices? just take one third out of the value, minimun, just as simple as that, make that bax $500M down to $150M, nothing change?
The first to hit advantage dissapear, bad luck, bad decisions or bad FDA, it does not matter, the First out advantage is gone.
Keep looking at a statitic place/time, it is not 1997 anymore, is not 30 million shares anymore, is 50 million in the way to 100 million.
Of course, 100 million shares do not matter, neither a billion, what matters is the FDA rejection of xoma.
Ask the dog to regurgitate the floopies, now in Yahoo they have the 3rd party theory of looking for the missing data, Does xoma has no expertise in data after 20 years and some $500 millions expensed in research? It is as ridiculous as the claim sometime ago that one needed weeks, then months, and powerful computers to analyze the data, now xoma needs a 3rd party? Not a single news about coma seems to have sense, but the partyline continues to cheer.
Nothing perxomal, pure business. |
