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Biotech / Medical : Biotech Valuation
CRSP 55.08-2.9%Dec 26 9:30 AM EST
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To: NeuroInvestment who wrote (23485)4/18/2007 9:51:02 AM
From: Biomaven  Read Replies (1) of 52153
 
It actually drives me crazy when folks like Marcia Angell (ex-editor of the NEJM) dismiss "me-too" drugs out of hand. In many cases some "me-too" drug has emerged as best-in-class. (Think ranitidine replacing cimetidine; or Zocor and Lipitor vs. the earlier statins; or the later triptans compared with Sumatriptan).

The other issue is that you want many companies attacking the same class. If first and perhaps second to succeed take the entire pot, then that will reduce the number of candidate drugs, and if the leaders fall by the wayside then there could be a several year delay to the first drug in the class.

Note that the FDA's refusal to file for Factive in ABS was an earlier example of a double standard. The drug is clearly better than many on the market that have that label.

Peter
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