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Biotech / Medical : Biotech Valuation
CRSP 53.19-1.4%Dec 30 3:59 PM EST

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To: Biomaven who wrote (10772)3/5/2004 9:23:42 AM
From: software salesperson  Read Replies (1) of 52153
 
Message 19881530

nbix at lehman

3/4/04 lehman brothers
no slides

sleep maintenance : for middle of the night awakenings; a unique study; I has advantage due to short ½ life, so can take at 3 am ; no tolerance issues re: efficacy at 4 weeks vis-à-vis 1 week

sleep mtn. is one competitive differentiator for I to existing and potential new drugs

also, for sleep mtn., 1 hr. improvement(reduction) in WASO is greater than others in development

didn’t say what % of patient population had this problem

long-term treatment : = removal of short-term restriction( there’s the answer to my question of the other day); now saying that fda guidelines for long-term label require 100 patients to have received 12 months of treatment, rather than previously saying that 2 long-term trials were needed- - hmmmm

sales
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