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Tuesday, September 03, 2013 10:07:33 PM
"I also think orphan diseases are going to be an important sector. There are a lot of advantages for companies developing drugs for these indications, including being able to charge premium prices and getting marketing exclusivity. If a company has a successful drug for an orphan disease, it's a good investment.
CNS is going to be interesting going forward, especially neurodegenerative diseases. Alzheimer's disease in particular is going to be interesting because of the U.S. Food and Drug Administration's recent reconsideration of what it will look at as approvable endpoints in trials. It is looking less toward reduction of beta-amyloid levels and more toward the first early, or prodromal, symptoms of Alzheimer's, before there is a substantial loss of cognitive function".
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