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

To: Michael Young who wrote (4027)6/6/2001 10:58:09 AM
From: rkrw  Respond to of 52153
 
Michael,
The problem is that the FTC usually sees fit to force divestiture of compounds that overlap with the acquirer's existing pipeline. Potentially there could be a conflict between BMY's existing statin pravachol ($2B/year) and kosp's combination product of an old statin and niacin.
That's actually one potential glitch I see, why prescribe an old statin in combo, why not prescribe a gold standard statin, such as lipitor and niaspan if you want that dual benefit?

As Peter points out, a forced divestiture could potentially present a bullish scenario for kosp.



To: Michael Young who wrote (4027)6/6/2001 11:01:52 AM
From: Biomaven  Read Replies (1) | Respond to of 52153
 
BMY sells Pravachol (pravastatin). It's far and away their most significant product, bringing in some $2b a year at the current run rate.

There would be a huge conflict in their also selling the (presumably) lower-priced statin combo.

Peter


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