Biotech Values

[daved]

Hogan Mullally of MPH/MCU impressed me very much. At one point, shooting from the hip, I opined that few combination drugs other than Caduet had been approved recently. He rattled off a half dozen examples to the contrary. He also took the time to explain why Troponin levels were not important for the purpose of this trial.

The company will continue to actively pursue partnerships for both MC1 and the combinations derived therefrom. I don't fault them for focusing on P3 for MC1 at the expense of newer compounds.

I do question the need for such a large trial.

Once P3 data is available for MC1 the worth of combination drugs derived from it will be clear enough to sell if it isn't right now.

What is you guess re how big MC1 alone might be in peak year revenues?

Dave