Biotech Values

[DewDiligence]

>I was re-reading Gofish's questioning remarks about Tyzeka sales that he made in July, 07. In light of current circumstances, do you think his criticisms have been validated?<

That was a good call by gofish. Until I see evidence that NVS can produce a meaningful uptick in Tyzeka/Sebivo sales, it appears that gofish’s skepticism was warranted, especially with respect to the US market.

I think the problem has been with the marketing rather than the drug, but ultimately the distinction doesn’t much matter from an investment standpoint. I was just discussing a similar case with rkrw on SI: Arixtra. By all indications, Arixtra is a fine drug but the sales never took off. The same may end up being true for Recothrom, which is the subject of an earlier thread on this board.

I’m rooting for Recothrom. In fact, if I were the FDA, I would rescind the marketing authorization for a plasma-derived drug when a comparably priced recombinant one became available. But I sense that Recothrom is going to be a commercial dog and ZGEN investors may be too wedded to the story to recognize this in a timely manner.