Biotech Values

[DewDiligence]

Re: AMRN effect from Roche news?

…it seems Roche is going to abandon Dalcetrapib and this could put Roche in the position of considering buying AMRN...

Hi, JL. Roche might have done that anyhow, regardless of the commercial prospects for Dalcetrapib. One could even press the contrary argument: that the failure of Dalcetrapib gives Roche less of an economic impetus to try to leverage a CV salesforce.

Discrediting a therapy which attempts to raise HDL would certainly raise AMR101's value.

That’s unclear, IMO; inasmuch as several HDL-raising approaches to cardiovascular health have already been discredited (#msg-63656000), what’s the big deal if one more item is added to the list? Regards, Dew