Biotech Values

[DewDiligence]

Medco is trying to prove non-inferiority of Plavix [to LLY’s Effient] in normal CYP2C19 metabolizers. If it works out for Medco, by the time Plavix goes off-patent, a simple genotyping test can distinguish those who can take cheap generics from those who cannot. Now, can you see a link to Medco's Plavix/heartburn trial that made you suspicious?

At first, I didn’t see the connection between Medco’s Plavix-vs-Effient study and its drug-drug-interaction study of Plavix with PPI’s, but now I do. Please see my next post.