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


To: quidditch who wrote (5426)1/14/2002 10:29:03 AM
From: Biomaven  Respond to of 52153
 
quid,

There's an automatic 30 month stay as soon as KOSP files suit against the would be generic. Thus I couldn't see any competitor being on the market much before 2005 even assuming the unknown generic company was to win the patent dispute.

Note there are some pretty strong patents on the list where there has been a Para. IV filing - e.g., Allegra. The KOSP patents are somewhat murky, but KOSP are helped some by the fact that other niacin time-releases have liver tox issues. Thus the FDA might be reluctant to allow a competitor that isn't an exact duplicate to get on the market without trials.

I continue to maintain a reduced position.

Peter