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Re: $heff post# 25699

Saturday, 04/10/2010 10:10:36 AM

Saturday, April 10, 2010 10:10:36 AM

Post# of 97241
POZN (10.51) still poised to move higher.

I just re-read this excellent post and encourage all to do so. I know recent focus is on AVNR and RNN with their near-term events, but POZN still has another run (or more) in it before 4/30.

Plus Vimovo stands an excellent chance at approval. In addition to $heff's stealth DD posts, here is an excerpt from Zack's after POZN filed the Vimovo NDA last year . Sums it up nicely:

http://www.zacks.com/stock/news/21670/Pozen+Files+For+Approval+of+Vimovo

The Vimovo "safer naproxen" product looks to have efficacy on par with Vioxx and Celebrex, with low-risk GI damage thanks to the esomeprazole component, and a cardiovascular risk profile determined to be no greater than placebo (risk ratio = 0.97, 95%: 0.87-1.07, McGettigan et al., JAMA, September 12, 2006).

We remind investors that drugs such as Prilosec and Nexium are already approved for daily use with naproxen. Physicians that prescribed Celebrex and Vioxx often recommended patients also take esomeprazole as a safety precaution.

The combination into one pill will greatly improve patient compliance and ease of use. We believe there is significant unmet prescription need caused by the removal of the Cox-II drugs. We believe Vimovo represents a safer option for patients than Cox-II drugs or enteric-coated naproxen.

In fact, we would not be surprised to see AstraZeneca (AZN - Snapshot Report) and Pozen develop a lower-dose version of PN seeking a potential move to over-the-counter (OTC) once the prescription candidate loses patent protection.

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