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davidal66

07/27/07 3:24 PM

#7741 RE: enemem #7740

I can tell you my personal choice would be Pfizer. They are huge, will not be bought out, are actively looking for new 'super-blockbusters' with 5-10 billion dollar potential to make up for Lipitor's coming patent loss, but these are hide to find, so they will have to make do with multiple 500-1000 million dollar drugs in distinct conditions. So, Pfizer is sitting on a pile of cash, will not be bought out, and is perhaps the most needy in terms of the 2-4 year intermediate-term pileline; here, I think CX717 would find a perfect home. I don't think a Pfizer would exactly hurt Cortex' cache on the street after "slumming it" for so long with lethargic partners. Pfizer's CNS division has to be somewhat familiar with Cortex at this point because CX717 has been used with Aricept in animals(and humans as well-PET study). One can see a low impact deal for ADHD and possibly AD(as I think Pfizer would want this indication as well). Also, they do not have a high impact(or low impact) in-house ampa modulator program at current time.