Replies to post #41367 on Biotech Values

[donotknowityet]

The issue is not that MC-1 is cheap. Manufacturing prices have little relation to sales price for patent protected drug.
More intresting that P-5-P is freely available as nutritional supplement. Medicure claims that hospitals will not play with unreliable nutritional supplements, they will buy the drug from.
(I buy the argument.)
Niacin and fish oil can also be bought both as drug and nutritional supplement obviously the drug is much more expensive. KOSP with its niacin was sold for $3+ billion. The fish oil drug is successful in Europe.
Assuming success this will unquesionably limit the price they cna charge but it would be still an excellent business.

[daved]

They will charge a lot for MC 1 IMHO.

They've had a stretched out patent strategy in place for a long time.

Regardless of whether B6 would work just as well surgeons simply could not risk it without extensive clinical data supporting that decision.

Remember MCU is spending 35+ mil on the P3 alone.

Dave