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Biotech / Medical : Encysive Pharmaceuticals (ENCY)

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To: kenhott who wrote (197)6/26/2007 1:51:34 PM
From: tuck  Read Replies (1) of 205
 
One very slight silver lining was the black box label for Lentairis (Ambrisentan) because of liver tox potential. Patients have to be monitored once per month. Would Thelin have gotten a black box, too, had the FDA approved it? If not, there's still some hope for Thelin to compete, but apparently not much. Unless the dispute process works out, and fairly quickly, it would take a partner and a new trial. By which time competitors get entrenched, and the clock ticks on the patents.

This would be a value play except for the debt.

Arrggghhh.

Cheers, Tuck
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