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Biotech / Medical : CoTherix (CTRX) -- Ignore unavailable to you. Want to Upgrade?


To: tuck who wrote (5)3/22/2005 2:29:30 PM
From: tuck  Respond to of 18
 
Links regarding diagnosis and treatment of PAH:

The quick and dirty version:

aafp.org

This entire supplement of Chest appears to be a full text freebie now:

chestjournal.org

It contains many relevant articles; the one on medical treatment mentions Ventavis' competitors.

Edit: here's another one from Circulation: "Future Directions in PAH." It seems to imply that earlier diagnosis isn't going to happen soon. With the symptoms being fairly subtle and easily mistaken for something else, I don't see Ventavis reaching more than those 15,000 patients.

nhlbi.nih.gov

Cheers, Tuck



To: tuck who wrote (5)3/22/2005 2:55:09 PM
From: rkrw  Read Replies (1) | Respond to of 18
 
I think you hit on the main concern, is this a viable product? Can ventavis alone carry ctrx?

Your price assumption is way low. I think remodoulin/flolan sell for upwards of $100K per patient. I'm not sure what ventavis is being priced at but I'd assume closer to $50K. Reaching 3000 patients is no given however. uthr has around 1000, I think, after several years.

ctrx looks very cheap but I'm concerned about its viability as a one product company.