Thanks to 'drugdok' on the RB board where I pilfered this post.
By: drugdok
21 Nov 2005, 11:05 PM EST
Msg. 7273 of 7273
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DD on UGNE.ob
1. ONLY biotech company to both manufacture and deliver peptides.
2. Has approval for competitor to Miacalcin (norvartis drug) for osteoporosis ($236 mm/year)...branded FORTICAL.
a. Makes calcitonin so pure and cheap that NVS licenced
manufacturing technology to implement in own drugs.
1. UGNE to reap benefits in royalty from any
product made with their calcitonin manufacturing
2. Able to buy all calcitonin it needs from NVS at
pre-negotiated price.
3. Fortical is being heavily promoted by UGNE partner Upsher-Smith laboratories ( a billion dollar drug company), while miacalcin apparently has not been promoted by NVS.
4. NEW indications for calcitonin nasal sprays might be approved in the near future...possibly for osteoarthritis, a condition 20mm people have in the USA.
5. Fortical is not only much cheaper to make than miacalcin,
but also doesn't have the known nasal irritant
benzalkonium chloride, which is irritating to the nasal
mucous membranes.
**UGNE has filed an ANDA in China for Fortical on
09/04/03, and has a partner ready to launch once
approval is granted. China is by far the biggest
osteoporosis market on earth.
6. NVS has implemented UGNE process (at a tenfold scale
and is in the process of launching sometime in the near
future, a phase III for oral calcitonin, a drug which has blockbuster potential, giving UGNE royalties indefinitely.
7. According to CEO, UGNE has own oral calcitonin program,
which they have already completed 7 human studies
with...and they are apparently in discussions with
Anxious partners currently.
8. UGNE also has a worldwide deal (worth > $150mm) with GSK
for an oral PTH drug. GSK is reportedly agressively
planning phase II study. Only $5/150mm been received
so far.
a. PTH has potential to grow bone.
b. Calcitonin stops bone from degenerating.
1. Drugs could someday be complementary combo.
9. Recently announced they have made inventions which could
someday grow bone in an outpatient setting.
a. Improve healing process in fractures.
10. UGNE has potential to manufacture/deliver ORALLY...
a. DDAVP
b. INSULIN
c. Lupron
**ALWAYS DO YOUR OWN DD BEFORE BUYING OR SELLING ANY STOCK**
