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DewDiligence

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DewDiligence

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Re: rwdm post# 105565

Monday, 10/04/2010 1:05:17 PM

Monday, October 04, 2010 1:05:17 PM

Post# of 251721

I am not sure that from a business standpoint PI-2302 is superfluous. It can be considered as a biobetter of Copaxone due to its improved bioavailability.

What is the business case for this drug? In about six years, it could become another injectable drug marginally different from Copaxone in an MS market moving toward oral meds. It will have to be actively marketed because it won’t be substitutable for Copaxone, and it will not have a long-term safety record. Who’s gonna want to invest in the development of that?

Answer: no one, IMO. That’s why this drug has gone nowhere since completing phase-1 almost three years ago.

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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