Replies to post #42805 on Biotech Values

[north40000]

IPLEX/INCRELEX

A pediatric endocrinologist I talked with 1 1/2 years
ago said he would not touch IGF-1 for his short-stature
patients with a 10-foot pole. IGF-1+BP3, he said, would
"be huge"....obviously, there may be some endos that now
disagree with his opinion as to IGF-1.

[Spare Change]

Your right Dew, as is the NYT piece. So that brings us back to INSM management. If Iplex isn't really superior to Increllex, then why did they pursue this path? If they thought they could defeat the injunction, patents, etc. they wouldn't have struck this sort of deal. Obviously they didn't like their chances. A little late in the game to come to this realizaton, no?
I hope they have some very good data regarding some other indications quickly. Otherwise this is quite a set-back, unfortunately.
I guess I'm addressing my own misgivings out loud. But thanks for your views again.
Regards, SC

[jellybean]

The view was not "on target". The comment of a single doctor is just that and not scientific proof. Don't be surprised if you see someone go to jail over what just happened.