Replies to post #928 on Biotech Values

[DewDiligence]

>> DEW - HOW LONG DO YOU THINK IT'LL TAKE GENR TO START DEVELOPING MSI-1436 AFTER SQUALAMINE IS ALL PARTNERED UP? <<

Good question. I have not factored much value for Trodulamine into my valuation analysis, so I consider whatever happens in that regard as mostly “gravy.”

Treating obesity is a huge unmet medical need, but the problems of bringing an obesity drug to market are enormous. Paradoxically, the very large addressable market can work against drug companies pursuing obesity because the FDA, knowing how many people will take any approved drug in this indication, is certain to insist on drugs that are extraordinarily safe. Few drugs with genuine efficacy in fighting obesity are likely to be able to meet this threshold.