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Biotech / Medical : Biotech Valuation
CRSP 51.11-2.1%Nov 13 3:59 PM EST
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To: Vector1 who wrote (6866)8/6/2002 3:23:57 PM
From: Biomaven  Read Replies (1) of 52153
 
V1,

My guess is that people are still worrying about the patent challenge to Niaspan.

Note that the results were in some sense even better than they reported - they excluded from the quarter about $4m of revenue that they had actually received to account for wholesaler stocking ahead of a price increase.

The results were indeed good - my guess is that they (like SCIO) are going to consistently beat estimates. I suppose there's still some chance they'll entice a pharma into co-promoting - there's no reason why this couldn't be a $500+m franchise if they had some marketing muscle behind them. Possibly though the threat of the patent challenge might frighten off a potential partner.

Peter
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