News Focus
News Focus
Replies to #951 on Biotech Values
icon url

DewDiligence

01/23/04 9:01 AM

#952 RE: mid_swe #951

>> Dew, I will carefully follow QTc-prolongation in the comming abstracts, but I feel you are only looking at the worst case senario. <<

mid_swe: The worst-case scenarios are the ones which determine product labeling, so they assume more importance economically than they might have clinically. As mentioned in my previous post, the QTc-prolongation seen with Pfizer’s Geodon is clinically modest but is hugely consequential economically.

When a drug has no competition, physicians will prescribe it in spite of warnings on QTc-prolongation in the product label. But when there are competing drugs in a disease indication, a drug with a QTc label restriction will generally be at a disadvantage to one without such a restriction.

I think you may be misunderstanding my view of CA4P. I do not think that CA4P is a bad drug; rather, I think that QTc-prolongation increases the likelihood of a restrictive label and hence it lowers the probability that CA4P will be able to generate robust sales in a disease setting with competing therapies. This in turn reduces the amount I am willing to pay for an ownership share in OXGN.

I will try to stay abreast of developments vis-à-vis CA4P’s cardiac toxicity, and I may buy back into OXGN at some point. In the meantime, I appreciate your contributions on this message board and hope that you will continue to contribute. Regards, Dew