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Biotech / Medical : Biotech Valuation
CRSP 52.18-2.5%Dec 1 3:59 PM EST

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To: NeuroInvestment who wrote (16906)5/23/2005 1:46:50 PM
From: DewDiligence_on_SI   of 52153
 
Neuro: I agree with much of what you are saying about compliance and reimbursement, but for me those concerns are secondary to the fact that I’m not overly impressed by the outcome data themselves.

Why is it impressive that this drug permits a patient to drop from 5 drinks a day to 4 drinks a day three times more often in a month than he was able to do on placebo?

IMHO: a big drug company might not even pursue an NDA with tepid data like these, but ALKS has no choice because they’ve made this product their raison d’etre. Regards, Dew
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