Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: Torben Noerup Nielsen who wrote (1296)	7/3/2000 12:01:20 AM
From: Biomaven	Read Replies (2) \| Respond to of 52153

Torben, If I had to bet, I'd say the SEPR drug will be on the market well ahead of NBIX. SEPR plans a NDA in 2001H2, while NBIX is still planning a Phase III in 2001. NBIX is currently running umpteen (24 I think - why?) different trials this year, but I don't think any of them are pivotal - they only total 600 people in all. Further, the FDA will be tougher (and hence slower) on a "new" new drug than on an "old" new drug. I would think any potential impact would eventually be greater on NBIX than SEPR, simply because of SEPR's larger market cap and bigger pipeline. The market is growing pleny fast enough for there to be room for different drugs here, so if the NBIX drug does indeed have unique advantages it won't matter much if it comes a little later to the scene. Peter