Biotech Values

[ghmm]

CNCE:

Thanks for the reply. The attraction was that their deuterated drugs could provide enough advantage to extend the IP of products there replacing and also offering a lower risk to approval. I'd have to be comfortable that the benefit is significant enough.

@bio_clouseau on twitter pointed out that their Pirfenidone interest was just patent related (and very small royalty) so its unlikely they'd get rights to the drug. I thought that may be the most interesting if the drug reduces abdominal AE's and could get QD dosing would be a nice way for a competitor to bring a combo to market.