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Biotech / Medical : Theravance - THRX
THRX 9.810+0.4%Jan 8 4:00 PM EST
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To: tuck who wrote (6)1/6/2005 1:29:28 PM
From: rkrw  Read Replies (1) of 74
 
I'm not so keen on micu's. Once per week dosing sounds good until you think about cost issues, what happens when it doesn't work---e.g. paid for 7 days of an expensive drug and need to switch? What if it would clear in 9 days and dosing and paying for 14? Could be a real budget buster.

Cubicin seems the most directly relevant since both are 1/day.

I'd peg modest potential on the thrx drug, perhaps $150M until they prove better or worse. Market is getting more crowded, cubicin, dalbavancin, this one and who knows what else is coming. Still impressive it's in phase III and seems like a good drug first blush.
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