Biotech Values

[biotech jim]

You would think that patients undergoing chemotherapy would be good candidates for platelet boosting, as platelets generally are substantially reduced after each cycle of chemo. Neupogen or Neulasta are commonly used to boost neutrophils short term, but Promacta (small molecule) or Amgen's Nplate (peptibody stimulant for platelet production) are just not in the vocabulary of the several oncologists I have had discussions. There is pretty substantial variability in ITP patients response to Promacta.

Sales are climbing, but GSK needs to have other indications for Promacta sales to skyrocket.

I remain a substantial holder of LGND shares.