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Biotech / Medical : CVTX - CV Therapeutics, Inc.
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To: mopgcw who wrote (343)11/7/2008 4:51:07 PM
From: tuck   of 411
 
Thanks to all who have posted the the latest analyst thinking. The crux line of Werber's report is: "Ranexa is very expensive and offers incremental efficacy.
Older generic drugs are well-entrenched in this market and Ranexa is facing
an uphill battle." So, two questions.

1) Bottom line is whether or not insurance companies will pay for it, expensive or not, so what has the company said about reimbursement?

2) If uptake is indeed marginal due to insurance issues, that burn and debt load becomes a real problem. But the pipe is pretty good looking. I gather CVTX's actual revenues from Adentri will be small, since they sold off a chunk, and it is already partnered. But I also gather they own the other stuff, and I see several projects that are either not in (what I perceive to be) their focus area or too big to handle on their own in the latter stages of development and launch, so I assume they would partner those at proof of concept or something. It appears Werber is ignoring the pipe, so any deals could make his model look very out of whack. What have they said about partnering?

Oh, and anyone know or can guess when the TRIDENT trial will finish and is it registrational? That is, when would we estimate commercialization to start?

TIA & Cheers, Tuck
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