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Re: gfp927z post# 25857

Tuesday, 05/19/2009 7:08:13 PM

Tuesday, May 19, 2009 7:08:13 PM

Post# of 51849
Why would they (SP) put any time and money into Business Development? Merck has already defined the price they are going to pay for SP's business, there's little to be gained from developing it further. The exception would be if some section of SP has been told it will retain some autonomy and primacy in the new company. For example, Wyeth's neuroscience head will be the new head at Pfizer, and their biologics program will be a priority. So Wyeth would still be keeping their eyes open for things of interest. I have no idea whether SP has any such assets. The safest assumption is that SP is out of BD, and until Merck has assessed SP's assets and what they want to keep, they may also be inactive in the partnering realm--because they don't yet know what resources will be made available, and how much of those resources will have to go to inhouse programs.

ADHD results aren't material to Merck/SP, so they don't have to report them, and Merck tends to be quite secretive. Hence my point--was it just yesterday?--about the misfortune of the Merck/SP merger. It renders, at least for several months, the ADHD data moot, and probably undisclosed.

Addendum to Enemem: Why would the second night be so much more informative about insomnia than the first? The drug has a halflife of---Gfp, wasnt it around 9 hours? In any event, there's no reason I know of to expect some cumulative effect.If they don't see marked insomnia the first night, that's probably reassuring regarding insomnia in general (though I would never claim anything is certain, just in case there's some metabolite no one knows about, which I think highly unlikely).

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