Here is a link to an older post pointing to some discussion of competition for MEDI-493 (Synagis). It also speculates some on the potential market for this product.
Message 3115469
Synagis is expected to be approved some time this year and is the main reason to expect MEDI to be profitable in the short term. IDEC has molecules in development that could compete with Synagis, but I don't think they have even started clinical trials yet. The other source of competition is more indirect, i.e. vaccines to RSV, but, first, they also have a vaccine program for this (phase II in collaboration with AHP), and, historically, it has been very difficult to develop such vaccines. Aviron has also a vaccine program in early stages (trivia: the person who discovered the mouse version of MEDI-493 in a NIH lab has now a management position at Aviron). Finally, small molecules antiviral are also being developed (the ICN molecule is in the market, but it does not seem very effective as per my conversations with pediatricians), but are at very early stages.
Other MEDI compounds in the pipeline include a whole slew of vaccines. Chances are Pasteur Merieux has competing programs; I have not studied this situation in detail, being focused on Synagis for now.
The antibodies in development for transplantation and to treat autoimmune conditions (BTI-322 and its humanized version MEDI-507; also MEDI-500?) would have competition from antibodies in the market or about to reach the market from Roche and Novartis.
I would also follow Bill's suggestion and call the company. I did about a year ago, liked what I saw then, and cannot complain too much.
If you have other specific questions about other products in the pipeline, while you wait for the info from the company, feel free to ask.
PB |
