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Replies to #53774 on Biotech Values
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Jonathan Robinson

10/24/07 2:24 AM

#53787 RE: DewDiligence #53774

Does the pharma head also head Sandoz?

Jon
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Biopharm investor

10/24/07 6:41 PM

#53841 RE: DewDiligence #53774

Dew, re: "difficult-to-make generics”

"Other than Omnitrope, which recent Sandoz launches can legitimately be described as difficult to make?"

With the caveat that I'm not a manufacturing guy, my answer to that is 'none'. I'm not aware of any of their products that I would characterize as "difficult to make". I think some high-potent, low-dose, dry blend drugs can be somewhat challenging to make due to their content uniformity issues, but I'm not aware that Sandoz is currently selling any such products. Similarly, modified-release, bead-coated capsules can be a little challenging, but I don't know if they're selling any of those either.