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Biotech / Medical : Biotech Lock-Up Expiration Hell Portfolio

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To: Biomaven who wrote (46)	5/26/2001 6:22:31 PM
From: hmpa	Read Replies (2) of 1005

re.POZN <<MT 100 is our proprietary product candidate that combines metoclopramide hydrochloride, a commercially available agent that relieves nausea and enhances gastric emptying, and naproxen sodium, a commercially available anti- inflammatory and analgesic agent.>> I just don't understand how the company plans to sell enough of the combination of two generic drugs to justify its even relatively moderate market cap. Profit margins on generics are razor thin, and if they try to boost the combo price over the individual components' sum, every pharmacy benefits manager will start substituting their one pill with two separate ones. The rest of the product line looks more or less the same, MT400 is actually the combo of triptan (licensed from Roche) with NSAID.

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