Biotech Values

[biomaven0]

>XNPT

It's a somewhat longer patent life and it's a COM patent rather than BIIB's use patent. At the end of the day not sure how much that will actually matter if the drug isn't better in some way though.

I'm very doubtful that the XNPT version would have improved efficacy - after all it's the same drug, just different PK. Best that can be hoped for is improved dosing and side effect profile.

It's likely at least an equal competitor to BG-12 with some chance of being moderately better - a good illustration of the weakness of BIIB's having only a use patent vs having a COM patent.

I'm assuming that Horizant sales will have been negligible this quarter - guessing that GSK is still fussing with formularies. Have recently seen some large ads in the NEJM for it, so they must finally have gotten FDA signoff for their marketing materials. But there could be some weakness in the stock when the numbers are released - might provide a good entry point.

Peter