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: nigel bates who wrote (13248)	9/30/2004 3:38:13 PM
From: zeta1961	Respond to of 52153

Thanx Nigel..I thought Norvasc was Norvatis's drug..hmm.. Binary events continued..thanks all who posted about these yesterday.. Special thanks to rkrw and j.d. for adequate notice<g> INGN Message 20585711 I know most of you think I'm a bit loca for being bullish this one..but as I tell Bernard: with the 28% float short, a CEO who so does not appreciate it<g>...8:01 pm arrives qday<g> PS..thorough, factual presentation at USB this week..happy to discuss further at the lonely INGN thread.. Zeta

To: nigel bates who wrote (13248)	9/30/2004 5:10:18 PM
From: Biomaven	Respond to of 52153

<top selling drugs> A couple of comments on those: Zocor $4.4b - off patent end of 2005 Zyprexa $3.2b - patent challenge coming up. Prevacid $4.0b Nexium $3.1b Protonix $1.8b About $10b of drugs that are really no better than omeprazole. I think the insurers shot themselves in the foot asking for omeprazole to go OTC - they would have been better off paying for generic omeprazole. Norvasc - patent expires in 2007 Zoloft - patent expires in 2006 Plavix - patent under serious attack Pravachol - patent hasn't that long to run Neurontin - Ivax has just launched a non-equivalent generic at risk. Patent has a few years to run. I'm sure I've missed some patent expirations/challenges - these are just the ones off the top of my head. A pretty sorry collection. Peter

To: nigel bates who wrote (13248)	9/30/2004 8:26:48 PM
From: Ray Rueb	Read Replies (1) \| Respond to of 52153

Procrit and Epogen are the same drug, both made by AMGN 4. Procrit, $3.3 billion, anemia, Johnson & Johnson 6. Epogen, $3.1 billion, anemia, Amgen Inc. Both products are the same drug (Epoetin Alpha) manufactured by AMGN. Procrit is marketed by Johnson & Johnson because Amgen was a struggling Biotech and needed $300+ MM to bring Epoetin Alpha to market. In exchange J&J got a $5 bln a year market for anemia in cancer and Amgen got the $3 bln a year market for anemia in dialysis. Oh, yeah - AMGN also got the opportunity to become the number one biotech company. You all be careful out there Ray