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Biotech / Medical : IPIC
IPIC 0.00010000.0%Aug 15 3:35 PM EST
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To: ernie de la fuente who wrote (974)1/8/1998 10:07:00 AM
From: NeuroInvestment  Read Replies (2) of 1359
 
Perhaps the following point will help explicate DLJ's recommendation: while the stroke population in the US is around 500,000 cases annually, and thus is indeed smaller than the obesity population, Interneuron owns the US rights to CerAxon (they will pay around a 6% royalty to Grupo Ferrer). If they continue with their plan to market CerAxon themselves, their gross margin is likely to be 70% or better. Compared to what ended up being net royalties averaging 5-8% from AHP on Redux (and the fact that a course of CerAxon will cost more than a year of Redux), it is not unreasonable to see CerAxon as being potentially far more important to Interneuron's revenue stream than Redux ever was, or ever could have been. NeuroInvestment
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