The reason they compared to Ventolin...
is that they are attempting to demonstrate the "best of both worlds" - fast onset and longer duration. There are, arguably, no drugs that can fill this need. For that reason, this may show that the market size for the single isomer version (and many other drugs in our pipeline) is vastly underestimated. That's one element of real upside to the story, like with Xopenex being used for prevention - other indications. Otherwise, I fear that some drugs may end up merely cannibalizing other SEPR licensing income, particularly in the antihistamine market.
IMHO, we can expect comparisons to racemic formoterol in the future. Also, I don't think this is a matter of the countries in which it's approved.
I pose this hypothetical question:
What is senior management up to? Certainly management has never been known for idle hands, and we have seen relatvely little in the way of deal flow since r-fluoxetine (other than normal progress in drug development, which I in no way intend to minimize). But clinical studies don't strike me as big users of senior management's time. My sensors are starting to tingle, and it's either technical noise (which I find there to be plenty of), or we are now seeing the old "end of the day rally", which to me means that someone else is starting to get that itchy feeling, too.
Any ideas as to what may be abrew? |
