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Biotech / Medical : Biotech Valuation
CRSP 58.08+0.9%Dec 11 3:59 PM EST
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To: zeta1961 who wrote (10018)1/14/2004 12:04:52 PM
From: Biomaven  Read Replies (1) of 52153
 
Thanks, Zeta.

Note that CBST's daptomycin is approved and works against many of these resistant organisms. We haven't seen any sales figures for dapto yet - the market is clearly very cautious.

I'm the one that posted the worry about the half-life - ITMN's oritavancin has the same issue. Dalba (and orita) look pretty clean so far, but there is always a concern about any potential drug reaction in an antibiotic with such a long half-life. My guess is the FDA will want to see larger numbers than normal in the safety database.

Niche antibiotics are an interesting investment area. I actually own all of CBST, MICU and GENE (although Factive isn't really a niche - it's competing with the big boys).

Peter
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