Replies to post #51947 on Biotech Values

[dewophile]

JAV
thanks for the summary and comments. I didn;t get a chance to listen yet, but the recent pre-commercial activity (hirings, etc.) indicates the company at least thinks the manufacturing inspection went well. While its an admittedly soft sign, I would have still expected more of a runnup pre-approval, particularly given the low risk nature of the pending regulatory decision and the still depressed stock price relative to early summer levels

as for potential suitors - endo has quite a cash horde and is purportedly looking for acquisitions/partnerships. i don't know the company well, and it doesn't seem to have a hospital-based presence, but it is certainly entrenched in the pain community. lidoderm - which accounts for well over half its revenue - is due off patent in 2009, and their pipeline seems rather thin and mostly laden with various formulations of opiods. If I were them i would be seriously eyeing ketamine, which seems like a safe bet for launch in '09 just when they are going to need it when lidoderm comes under pressure

[DewDiligence]

>Listening MDCO?<

MDCO almost has to make a deal for a marketed or late-stage compound to divert investor attention from the Angiomax fiasco and to keep the salesforce busy come 2010.

[charmed1]

JAV takeover companies...I have heard Cephalon and
maybe Endo could be buyers of JAV....