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Biotech / Medical : Biotech Valuation
CRSP 53.51-1.3%Jan 16 9:30 AM EST
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To: NeuroInvestment who wrote (7570)12/20/2002 2:08:47 PM
From: Biomaven  Read Replies (2) of 52153
 
<DOVP>

they could have three of their own drugs in Phase III by summer

But Ocinaplon and bicifadine (if I recall correctly) have only Waxman-Hatch (5 year) patent protection, which substantially reduces their value. Their angina drug also seems pretty murky to me - will it really be able to compete with a generic Tiazac? I never really dug into the whole Bioavail/Andrx dispute - from what I recall Dov was left with some potential legal bills from Biovail and also perhaps the right to sue generic makers of Tiazac under its patent. (My memory is that Biovail had tried to get another 30-month stay by listing the Dov patent in the Orange Book, but they backed down under FTC pressure).

So the market may be somewhat crazy in its DOVP valuation here, but it's not completely insane. <g>

Peter
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