Biotech Values

[stockbettor]

Agreed that traction will be hard earned for Prolia

I recall that Dew has pointed out that Reclast/Zometa will be going generic in the not too distant future, which will likely substantially reduce Prolia's uptake. Note also that the bisphosphonates are demonstrating a cancer prevention benefit from long-term use. Perhaps Prolia will do so as well, but the bisphosphonates have been around for years, making an analysis of long-terms benefits (and risks) an easier task.

For example:

ASCO GI: Bone Drugs Cut CRC Risk

SAN FRANCISCO -- Postmenopausal women taking oral bisphosphonates for osteoporosis had almost a 50% reduction in the risk of colorectal cancer, according to data from a large cohort study.

The case-control study, conducted among over 1,800 Israeli women, found that the magnitude of the risk reduction increased with length of time women were on antiresorptive therapy -- topping out at almost 80% with more than three years of bisphosphonate use, Gad Rennert, MD, of Carmel Medical Center in Haifa, and colleagues reported here at the Gastrointestinal Cancers Symposium...........

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http://www.medpagetoday.com/MeetingCoverage/ASCOGI/24492