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Biotech / Medical : Biotech Valuation

CRSP 57.05

-0.6%

3:59 PM EST

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To: rkrw who wrote (10046)	1/16/2004 10:16:56 AM
From: Icebrg	Read Replies (1) of 52153

>>Looks like ceph is on track with the isomer version and if filing and approval are timely they should beat generics to the market. If so, I think the upside to the program may surprise.>> Yes, I saw that. I wonder however how much of a real benefit a longer-acting version of Modafinil will bring. I believe Cephalon's main line of defense might still be the particle size patent. If the only advantage the isomeric version will give is slightly more convenience I believe many will prefer a less expensive version, if one would appear. I held Cephalon for some time, but sold when I realised that there was also a generic threat hanging over Actiq. That was one drug too much. And I wasn't too impressed by the CIMA purchase either. Cephalon has a lot of debt now. Erik

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