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Biotech / Medical : CUBIST PHARMACEUTICALS (CBST) -- Ignore unavailable to you. Want to Upgrade?

To: kenhott who wrote (248)	4/8/2011 1:30:44 PM
From: IRWIN JAMES FRANKEL	Read Replies (1) \| Respond to of 252

I would think SG&A will be lower as legal patent defense is over and mitigated by the OPTR deal revenue. Still a lot left that could benefit a buyer. Are there any other generic challengers to the Cubicin patents? IF NOT, then CBST has a couple of years of duopoly after Teva launches. That is worth quite a bit if as management suggests Cubicin is heading for $1B in sales. ij

To: kenhott who wrote (248)	4/19/2011 11:51:59 AM
From: kenhott	Respond to of 252

<reply> A bunch of OT for CBST, sorry. Only time for one quick reply. RE: AMRN, I personally took my money and ran. The issue for you to figure out (and then tell me pls) is will they get more than 3 years of FDA exclusivity and can they patent protect the product. Unless they get new drug ingredient label from the FDA, someone can file for generic soon after product launch. Over time, one big hint would be if a big pharma bites on the product. But AMRN was talking about self-marketing which to me maybe code word for trouble.