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Biotech / Medical : Guilford (GLFD) - Steadily Rising

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To: rkrw who wrote (482)6/18/2004 2:29:16 PM
From: tuck  Read Replies (3) of 496
 
>>I think glfd's commercial strategy is to go into markets where propofol can't be used. Head to head, aquavan is unlikely to do well against generic propofol. So a sound strategy imo.<<

Are the non-propofol markets what management is talking about when they talk of Aquavan's market opportunity (.5 billion, if memory serves)?

How important, then, are the trials versus Midazolam? Are there generics coming for that, too?

I'll go dig if need be, but if y'all have the answers off of the top of your heads, I'd appreciate being saved the trouble.

OT -- been digging a bit on Corgentech and Cytokinetics. See threads; looking for help there, too, though not expecting any from Harry.

TIA & Cheers, Tuck
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