Biotech Values

[drbio45]

DORB - <a modified generic steroid that can already be compounded by a hospital pharmacy>>

If you had watched the orBec panel meeting you would have seen that the compounded product doesn't time release the steroid in the proper manner so it doesn't work as well. It also tastes terrible so it is hard for people to injest whereas orBec is made up of easy to take tablets.

Once it would get approved the first treatment failure of someone that was given the compounded concoction would probably have a good lawsuit against the hospital for not using an FDA approved product. The hospital then would also have to readmit the patient and they would have to eat that retreatment because they only get paid for the transplant once. That would cost a hell of a lot more than twenty grand.

How come Osiris has the market cap it has, if the GVHD market is so small?

The other nice thing is that if orbec can treat the inflamation involved in GVHD it should work in radiation enteritis and Crohn's. A main treatment for Crohns is time released budesonide. Beclomethasone is 100 times more potent than budesonide so it should work much better.

Crohns is a blockbuster market. I like the expression keep it simple stupid. Wouldn't it be nice if something simple like time released beclomethesone worked.