Biotech Values

[biopearl]

Message for Dew from bp. At the risk of getting referred back to the RMF section. I think we should revisit dabigotran. A colleague just returned for a conference and was extolling its virtues--1. Works in 1/2hour onset, easily taken orally (obviously not so easy in a critical patient). 2. No iNR or ACT or PTT needed to follow. 3. One size (dose) fits all 4. It is a direct thrombin inhibitor and is potent 5. Fewer life threatening bleed (CNS etc) than coumadin (not sure about Lovonox), Sounds like a competitor for the acute market as well for for thromboembolic prophyaxis in Afib patients. Not sure about the anti-inflammatory effect doubt it trumps lovonox there. I wouldn't mind waiting to discuss this later if the timing weren't so terrible with a fair potential for market release of dabigotran around the time of earnings release from MNTA. Maybe our threat is not TEVA? Thoughts? I know you have drawn careful and strong conclusions (RMF) but this drug sounds like a powerhouse and at the very least will make coumadin obsolete. Granted Coumadin and Lovonox are not used in the same manner now but that would change with fast onset and easy control and a direct target of thrombin whats not to like? Best Regards by the way, bp