rkrw,
Thanks for your take.
>>Tuck, ARDM has fallen far behind INHL/PFE/Aventis. PFE true or not is forecasting an NDA filing this year. ARDM, we're still waiting for Novo to initiate phase III studies. Unless PFE runs into a brick wall (fda issues, mfg issues etc), ARDM/Novo will be fortunate to be on the market less than 2 years post PFE.<<
While I agree that PFE/INHL are well ahead at the moment, I do expect them to run into tougher manufacturing issues than ARDM, as their dry formulation hasn't been mass produced before, and it isn't that easy. While Thompson's recent statement in a CC that ARDM wasn't "conceding the race to be first to market" (or something very close to that) seems unrealistic from your perspective, I think PFE will beat ARDM by ~1 year. I seem to recall these trials are relatively quick and also easy to enroll. I concur that letting them be first to market doesn't mean disaster for ARDM, and so I still like ARDM at these prices. That said, I don't own any at the moment.
Y'all feel free to pile on along with rkrw if I continue to seem way off base with my thinking here.
Cheers, Tuck |
