Biotech Values

[DewDiligence]

>At ASH, Isis scientists will present research updates on two clotting factors, Factor XI and Factor VII.<

There are several companies pursuing the FVIIa market; this is not surprising because NVO’s NovoSeven is a big-selling drug that goes off-patent in the US and EU in the next three years.

Here’s an abbreviated list of the FVIIa players:

#msg-32247061 Follow-on compounds from NVO itself
#msg-30422488 Bayer (formerly Maxy-Seven)
#msg-25188594 CSL Behring
#msg-33129028 Catalyst Biosciences

Good luck to ISIS competing against these players, some of whom are behemoths!

(In addition, LFB, the French plasma-products company, is partnered with GTCB to develop FVIIa transgenicially, but I question the seriousness of the companies’ commitment to the program.)

Unlike FVIIa, Factor XI is at best a niche market.