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Biotech / Medical : Biotechnology Value Fund, L.P.

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To: scaram(o)uche who wrote (2322)3/2/2001 11:56:08 AM
From: biowaRead Replies (1) of 4974
 
Rick,

Just wanted to echo Miljenko's comments, differentiating between "a MAJOR clinical success," and just a solid company executing on their clinical development plan successfully. As Miljenko says, I'm not sure where the MAJOR success is waiting in the wings.

Also, to be technically correct, Viracept was not really a MAJOR clinical success, it was more of a MAJOR marketing success. It was a me-too drug, that in terms of viral load reduction wasn't significantly better than other already marketed protease inhibitors and close-in clinical candidates. What made Viracept was at least a moderately better side effect profile (especially nuisance side effects), and the marketing foresight to realize that they could key on that.

biowa
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