Fred,
Here are my questions.
Why does the world need another gaba?
Will most people pay 100/Rx after ambien is generic?
From what I've seen, ambien CR is basically a joke, as the difference vs ambien is marginal at best.
I don't think there's a ton of difference between, A, CR, I and L.
I'm skeptical that pfe can push indiplon to even 2B in sales. I also wonder about all these other gaba's under development, nrgn, arna. I think the market opportunity for newcomer straight gaba's, single indication of sleep is going to shrink or even become not economically viable when considering the spend required. And there's a shrinking pool of possible partners.
I think nbix struck too good of a deal with pfe for pfe to afford to pay 34% in net royalties out. If pfe is going to give it 100%, I think they have to buy nbix, take a few B of that cash and pull them in.
And lastly, the data in somaxon's phase II looked competitive. If it works just as well or close, I'd take 10 cents over 3 dollars :-) I'm going to try to get my hands on an rx next time I see my dr. |
