SI
SI
discoversearch

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: NeuroInvestment who wrote (16906)5/23/2005 1:46:50 PM
From: DewDiligence_on_SI  Respond to of 52153
 
Neuro: I agree with much of what you are saying about compliance and reimbursement, but for me those concerns are secondary to the fact that I’m not overly impressed by the outcome data themselves.

Why is it impressive that this drug permits a patient to drop from 5 drinks a day to 4 drinks a day three times more often in a month than he was able to do on placebo?

IMHO: a big drug company might not even pursue an NDA with tepid data like these, but ALKS has no choice because they’ve made this product their raison d’etre. Regards, Dew



To: NeuroInvestment who wrote (16906)5/23/2005 1:50:36 PM
From: Biomaven  Read Replies (1) | Respond to of 52153
 
Thanks for the clinical perspective Harry.

I'd add that four drinks sounds like a lot, but given the tolerance that most alcoholics develop, I'm guessing it's probably equivalent to more like two or three drinks for a non-addicted person.

Peter


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News