Biotech Values

[bladerunner1717]

Dew,

I'm asking this question about M-118 from a "conversationalist" standpoint, not from a medical/scientific (for which I remain a complete idiot) standpoint.

The arguments for M-118 sound eerily reminiscent of the arguments made in favor of ZGEN's Recothrom. (I came within a hair's breadth of buying the stock--Dr. Garren was very positive on it for a long time, until he realized the very slow sales uptake on the drug which he considered far-and-away the best in its class--and am not sure why I didn't buy.)

So my question revolves around the point that hospitals have something cheap that works for ACS, so why bother with an expensive new drug that docs have little experience with? Saying it's a better drug is not enough, as the Recothrom example shows.

(I now have a small position in MNTA.)



Bladerunner