Biotech Values

[rkrw]

Survey's can easily be framed to bias a certain answer. It doesn't explain why it would be preferred beyond the one extra indication CIDP.

Here's the long term problem for Talecris. Current i.v. formulations are once/month. Baxter is working with HALO and in P3 for an injectable, one injection, once/month.

Talecris on the other hand is working on an injectable, you just take the i.v. formulation and inject it. Trouble is it has poor bioavailability. They have to increase the very expensive dose by 40% and divide it into 4 weekly doses. You can only give 10-15ml per needle site per week or you get too much reaction and a golf ball effect at the injection site.

So it sure looks like once the Baxter injectable is available, Talecris will be at a major competitive disadvantage.