Biotech Values

[rkrw]

Dew,
Ceding nothing only if generics were on the market by early 07. I question whether that would have happened.

Agreement bars (pun) ceph from filing a legal challenge to a Barr generic filing. Without this ftc deal, ceph surely had some formulation and use patents up its sleeve. So no question to me, this puts a generic actiq on the market before (possibly by several years) it otherwise would have.

I think this is a major coup for Barr. Given the investment required, special equipment, packaging, narcotic license, bioequivalence, Barr may well have this generic to themselves for awhile. Will be interesting to see if Barr gets their own version approved or is supplied by ceph.

And obviously ceph believes in the long run taking in cima and fast dissolve fentanyl outweighs a few or more years of actiq.

Cima was a strange company. They were initially bought by AAII and outbid by CEPH. AAII if you've been following is now teetering on the brink of insolvency. Lucky for cima, ceph stepped up