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Re: jerrydylan post# 24741

Wednesday, 04/01/2009 5:31:31 PM

Wednesday, April 01, 2009 5:31:31 PM

Post# of 52265
I'm not saying $5 is outlandish or that SA isn't huge--but in the environment as it exists today, in a buyer's market unlike anything I have ever seen, a 20pt Phase IIa will carry modest weight: enough for a deal, but probably not for the kind of huge upfront payments that would galvanize the stock price in the way that you suggest. I'd be happy to be wrong about that. Might it bring it to a level from which a major ADHD deal could then get you there? That seems more realistic as a best-case scenario.

It is worth noting that JNJ's patent control over Concerta is in jeopardy, one key patent was overturned today. If the second one is also overturned, that $1.2 billion Concerta franchise is going to be kneecapped. Which might bring JNJ into the ranks of those interested in a new ADHD approach.

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