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Biotech / Medical : DECODE GENETICS-*DCGN

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To: tommysdad who wrote (262)10/9/2006 2:21:33 PM
From: DewDiligence_on_SI  Read Replies (1) of 313
 
Remember that the two molecules hit two different -- related, but quite different -- targets. Why do you think the sales of one would cannibalize the other?

It seems like a reasonable assumption—two biological pathways does not mean two indications. Why would they not cannibalize one another?

Might the effects be additive? Might they treat [different] patient populations?

Possible, but is this likely? Not likely enough, IMO, for DCGN to want to bet on both programs even if they had the money to do so.
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