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

To: zeta1961 who wrote (10018)	1/14/2004 12:04:52 PM
From: Biomaven	Read Replies (1) \| Respond to of 52153

Thanks, Zeta. Note that CBST's daptomycin is approved and works against many of these resistant organisms. We haven't seen any sales figures for dapto yet - the market is clearly very cautious. I'm the one that posted the worry about the half-life - ITMN's oritavancin has the same issue. Dalba (and orita) look pretty clean so far, but there is always a concern about any potential drug reaction in an antibiotic with such a long half-life. My guess is the FDA will want to see larger numbers than normal in the safety database. Niche antibiotics are an interesting investment area. I actually own all of CBST, MICU and GENE (although Factive isn't really a niche - it's competing with the big boys). Peter