Replies to post #201225 on Biotech Values

[iwfal]

CNCE:

The attraction was that their deuterated drugs could provide enough advantage to extend the IP of products there replacing and also offering a lower risk to approval. I'd have to be comfortable that the benefit is significant enough.

I'd agree that 'being comfortable that the benefit is significant enough' is the primary point. My point was that when I was tracking them 18 months ago they were remarkably weak on providing real, meaningful data in this regard. (It actually surprised me how little the deuteration mattered)