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

To: Arthur Radley who wrote (31292)	5/22/2009 12:46:00 PM
From: Biomaven	1 Recommendation Respond to of 52153

I own some Medivation, but at the end of the day this deal can't be good for them now that Cougar's drug will have JNJ's backing. MDVN is a good year or so behind, and I have to believe they will still rise or fall mainly on their AD drug. The Medivation drug has a quite different mode of action than the Cougar drug, although ultimately they are both hitting the same androgen pathway. It is possible that the Medivation drug might work with some ligand-independent androgen receptor mutations whereas the Cougar drug would not. But the converse could be true in other patients with different mutations. By and large though I would expect the drugs to work or not work in the same set of patients. Peter