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Biotech / Medical : Biotech Lock-Up Expiration Hell Portfolio

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To: tuck who wrote (813)7/22/2003 3:56:11 PM
From: Biomaven  Read Replies (2) of 1005
 
tuck,

Not clear to me that they are in fact going beyond migraine. My guess is that this is going to be another version of a triptan/nsaid or a dopamine-blocker/nsaid.

The NSAID market is very crowded, and I'm not sure where lornoxicam would fit in (which perhaps explains why they paid so little for it). Some indication that it might be good as an injectable as well as an oral drug, so that perhaps gives them another option.

In general, a little strange given that nobody else (at least that I'm aware of) is developing new nsaids for the US market.

Peter
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