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Biotech / Medical : Welcome to the POTP board, the DPP-IV company

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To: rkrw who wrote (45)11/18/2006 10:55:38 AM
From: rareearth42   of 90
 
rkrw,

I understand your analogies and they're good ones, but in each case there's something special about the new vitamin or mineral. Here's how I see it:

The KOSP drug Niaspan isn't really so much the niacin,as it is the sustained release formulation that minimizes the adverse effects by blunting the peak concentration while still enabling the full efficacy with respect to raising HDLs.

AMAG's iron may do well, even though there are already 2 iv formulations of iron on the market, because they believe their formulation is more bioavailable and will have fewer infusion reactions.

So I guess the bottom line is that MCU has to have something that makes their vitamin B6 different from the currently available formulations, and when I reviewed the company a couple of years ago, I couldn't find it. If there's something important, it should be patentable, patented, and thus disclosable. This would be a good question to ask at the next conference call, or by e-mail to the company investor relations, if you want to consider an investment.

RE42
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