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

To: dr.praveen who wrote (20475)	7/11/2006 3:55:58 PM
From: former_pgs	Read Replies (2) \| Respond to of 52153

I'm just passing on what is the current thought process among some leading cardiologists. I find that most of the analysts are absolutely clueless when it comes to knowing what docs in the field are truly doing. So I simply added some color because I think King's comments are very inaccurate. >but the rate of recurrence after a year can be as high as 60%.< A couple of your points relate to recurrence. But can this be an issue for overall population? electrical: 90% success first time IV: ~40% success first time (38% in one trial and 41% in other)... In a given time span, for a recurrence rate of 60% for electrical, 36% of the initial patients are free of recurrence (90% 1st rd. success x 40% maintain rhythmn = 36%). To offer the same level of efficacy, RSD's recurrence rate in a given period of time has to be 10% or lower! As far as I'm aware, they've not released the data, but I don't think recurrence is as low as 10%. I agree about your points regarding the convenience of an oral formulation. But the application is currently for IV. If CRME does not impress docs with the IV formulation, not many are going to care about convenience of an oral formulation of the same drug. FWIW... no position in crme.