Biotech Values

[rfj1862]

YMI

>The disparity between the products in rapidity of pain relief—if there is any at all—is mostly YMI spin. We’ve discussed this ad nauseam in prior threads on this board.<

I don't remember discussing this ad nauseam, and I disagree.

In terms of magnitude, the difference between buccal and oral adminsration is much smaller (15 minutes vs 30 to 45 minutes) than that between buccal and inhaled adminstration (15 minutes vs seconds). So the real question to ask is whether a buccal formulation will capture signficant market share.

I don't know how the obvious difference between buccal and inhaled adminstration in timecourse to effect can be construed as marketing spin. We're talking about 15 minutes versus seconds. Have you ever smoked? Speaking as an ex-smoker, the effects of nicotine are apparent by the time you've finished the first drag.

The interesting thing about Aerolef is that it allows instant self-titration and thus a lower likelihood of accidental overdose. Aerolef is also an important advance because patient's perceptions of pain vary widely; self-titration addresses this issue nicely.

No position in YMI, but I do think it will make a nice investment when/if tesmilifene fails.