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

To: Harold Engstrom who wrote (4379)	7/31/2001 9:31:04 AM
From: Biomaven	Read Replies (2) \| Respond to of 52153

Harold, <<CELG - d-methylphenidate>> It's all in Novartis's hands now, although the NDA itself was filed by CELG. This has become a much more competitive arena over the last year or so (drugs like Concerta), but I expect that with the Ritalin name ("from the makers of Ritalin, a new improved...") and Novartis's marketing muscle, the drug should still do well. It looks to me to be clearly better than straight Ritalin - a longer duration of action if nothing else, and hopefully easier titration of dosage. The NDA was filed at the very end of 2000, with an overly optimistic "It is expected that the review will be completed in the third quarter of 2001." Peter