Replies to post #52733 on Biotech Values

[DewDiligence]

More throughput is not a good thing if the hospital is losing money on each patient. (My reply to drbio was a serious joke.) Hospitals by and large do make money on generic chemo, even after factoring in the occupancy cost for the infusion time.

If Medicare doesn’t reimburse Tocosol paclitaxel at a premium rate, the product isn’t going anywhere.

[poorgradstudent]

>I would think that hospitals would like the 15 minute administration rather than the 3 hour as it would mean a higher number of patients could be treated each day. <

lol... very true, but the root of the excitement is different.

There is a good volume of unnecessary procedures going on at cath labs, mostly because the cath lab guys always want to "make sure" and there is always a fellow willing to get his hands dirty doing it.

In other words, people do enter the cath lab unnecessarily at the insistence of their doctor. Not so much for chemo.

>Even with noninferiority I suspect that there would be relatively rapid uptake if the difference in infusion times is that large. Not that that will do investors in SNUS any good tomorrow.<

My gut feeling is that we won't know the answer to this for a very, very long time. I don't think a superiority in response rate is really going to cut it. Satraplatin just got sent back with PFS data in hand... i don't see how Sonus is going to have any more luck with response rate.