Alski,
CPLY's case against SGP is pretty weak. Once the generic is challenged, the 30 month stay is pretty much there. They may still enjoy the first generic to market status on loratidine which gives them the 180 day exclusivity. However, they are selling no syrup before the original loratidine (likely the synthesis patent) expires in 2002.
The fact that CPLY is hitting on the weakest of the 5 commercial dosage forms, syrup, makes their cut even further smaller. Now how many Doc prescribe a syrup formulation for allergy when the tablet/capsule forms are available? Unless you are really old or really young <GG>.
Net, count this a none factor for hype. Investors will never see anything beyond 6 months out.
The big drugs are currently under some consolidation, brought by LLY's Prozac sales slowing warning. But I would buy on the dip on a few, the top of all PFE (which will not retrace much), MRK, LLY and SGP. Stay away from ABT and WLA for now.
You are using way too much TA mumbo jumbo these days <GG>. What is BT, BO, ABC? |
