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Biotech / Medical : Biotech Valuation
CRSP 56.00+8.5%3:59 PM EST
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To: Arthur Radley who wrote (24153)7/19/2007 7:19:54 PM
From: tuck  Read Replies (2) of 52153
 
Taxol did $111 million in sales last quarter. The taxane market is much larger; there is generic competition, so Sonus will have to show some pretty clear safety/ cost benefit to do well. While doctors and patients will like it for the lower infusion time, NICE and American insurers won't care much about that. Certainly, even with declining sales due to generic competition, a takeout seems plausible, as the MC of the company is only half a year's Taxol sales. But I won't pretend to know how pharmas think in these matters. Why hasn't the drug been partnered? Is it simply Sonus' stated strategy to develop it themselves?

Tempted, but I remember CTIC too well. I'm a little gunshy about this sort of thing.

Cheers, Tuck
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