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Replies to #58021 on Biotech Values
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dewophile

01/24/08 1:03 PM

#58023 RE: Bio_pete #58021

zgen is trying to corner the stand alone thrombin market. down the road I am sure they will look into a fibrin sealant to compete with tisseel, evicel,etc. i can't imagine they woudl have any interest in partnering with a plasma-derived fibrinogen company - an integral part of their pitch is AVOIDING plasma-derived products. I also doubt baxter would want to partner and split revenue since there would be little competitive advantage over such a sealant versus others that use all plasma components

the immunogenicity issue is a non-factor here since we are talking human thrombin/fibrinogen, not bovine

as for the gelfoam plus - all it is is gelfoam plus free standing thrombin that still needs to be reconstituted and added to the gelfoam - it offers no advantage in convenience over opening plain old (and cheap) gelfoam and one of the stand alone thrombins and then mixing the two. use of recothrom and gelfoam woudl be just as user-friendly, and of course continue to offer the advantage of plasma-free product
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RockRat

01/24/08 1:46 PM

#58026 RE: Bio_pete #58021

Well, apparently J&J/Omrix are hoping the surgery folks will thaw a few vials and keep 'em in the fridge in the department (1 month shelf life that way). Is that so implausible? I just can't imagine J&J making a market research mistake of such epic proportions. Still, Evithrom is apparently not selling for SOME reason. Is it Baxter's or ZGEN's competing products -- or both? ZGEN management said they hoped to close some sales within a week, so maybe we'll get the emprical read on all this soon.

Regards, RockRat