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Biotech / Medical : Biotech Short Candidates
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To: hmpa who wrote (692)8/4/2004 8:24:12 PM
From: keokalani'nui   of 897
 
I didn't listen to the call and I don't really know what others are doing about soriatane. But my notes indicate that the S patent expired in 1999, and although the generics filed master files on it last year as of 5/04 no ands's had been filed. The co believes there are mftg barriers and thus no near-term risk.

Also consider that Roche never marketed S, and so never developed the market and it just may not be a lucrative-looking generic. And finally, it comes with a hairy label making the drug saleable best face-to-face with a dedicated sales force.

For these reasons I'm not sure the mere prospect of an S generic is the reason to short cnct. Although they risked some $$$ on the product, the core business looks sound. And they caught a break with the labeling issues of a near term competitor, if I recall correctly.
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