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Replies to #48861 on Biotech Values
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drbio45

06/23/07 12:23 PM

#48864 RE: dewophile #48861

from an investment perspective data on depo's formulation of gabapentin are due out soon. It strikes me as a low risk event given the proven efficacy for neurontin in post-herpetic neuralgia. I'm just trying to figure out if the street will care much based on the commercial potential of the product

Xenoport has a prodrug of gabapentin lisensed to glaxo
xenoport has a billion dollar market cap. their drug has more side effects than depo's. xnpt is in trials for restless leg.

depomed licensed a patent for hot flashes. Depomed's gabapentin gr will be on the market before xnpt.

valuation wise which one is cheaper
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HS

06/23/07 1:27 PM

#48868 RE: dewophile #48861

dewophile,
it is apparent that the Gabapentin ER/GR/XR (somethingR) will not have as much of the high dose AE as regular Gabapentin. They are testing at the 1800 mg dose. If the results are better than that seen with standard Gabapentin and trending towards the extent of pain-free periods as Pregabalin then you will see many firms take notice of the AcuForm technology.

HS