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Biotech / Medical : dsco Discovery Laboratories

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To: semi_infinite who wrote (310)10/18/2013 12:17:20 PM
From: Arthur Radley  Read Replies (1) of 318
 
Semi,

I think that number is in the ball park for cost treating these premature babies. I think management has done a good job of collecting data before the launch that validates the drug has shown that hospital stays have been cut when compared to current treatment methods. The goal is getting the baby out of ICU, so the drug that does this will garner wider acceptance by the hospitals. If I were making the decision, I would suggest that DSCO price the drug very competitively against the current drugs. My rational is that this market is limited, thus it will never be the product that makes DSCO that $1 billion dollar revenue company. I believe in the current expansion that DSCO is taking this product with the just announced plans for the Phase II trial. Hospitals don’t like to carry different drugs for the same treatment like the premature babies, etc. DSCO by making their drug not only cost competitive but also more efficacies could speed up hospital acceptance and have them locked into place when the expanded usage is proven for the new formulation.

http://www.ncbi.nlm.nih.gov/books/NBK11358/#a20012272ddd00317

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