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

To: CrazyPete who wrote (16585)	4/21/2005 2:54:02 PM
From: ewolf	Read Replies (1) \| Respond to of 52153

They are having a conference with the fda concerning the issues with 100 in May.

To: CrazyPete who wrote (16585)	4/21/2005 3:03:26 PM
From: Biomaven	Read Replies (1) \| Respond to of 52153

Is there more upside here? I'd say so, yes. There's little doubt in my mind that this will be a fairly big drug, because it allows Glaxo to differentiate it from the hordes of other statins. But longer term, I'd have doubts about the IP here - the combination of a statin and an NSAID is just too obvious to hold up in my view. But that's a few years off - at very least there's the Waxman-Hatch protection aside from the patent. I wonder if they may also be able to sign agreements with the other statin manufacturers - I haven't checked their agreement with Glaxo to see whether this is permitted or not. Finally I think they still have a 50:50 shot at their other two migraine drugs also getting approved despite the FDA's initial rejections. Peter