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Replies to #1117 on Biotech Values
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rstor1

02/07/04 9:11 PM

#1120 RE: DewDiligence #1117

Drugs for diabetes are given chronically on a regular basis (in many patients for life). Moreover, a diabetes therapy must be biologically active whenever a patient eats; hence, from a practical standpoint, a diabetes drug must produce no serious side effects which can’t be controlled by other meds.

In contrast, Squalamine has a systemic half-life of only four hours, and it needs to be administered only a limited number of times during a course of therapy.


This is a valid point. I would like to look at the pIII size of drugs that have systemic action, but are administered for a localized condition. I am having trouble thinking of any. Do you have any leads?

Aside from that point, how much do you think that the PIII would run?

Bob