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Replies to #66480 on Biotech Values
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tinkershaw

09/22/08 7:57 PM

#66506 RE: DewDiligence #66480

<<<Any comments on the question in #msg-32320771 (How big is the CIS market?)? T.i.a. Dew>>>

I actually should as one of my clients was on the respective teams that actually developed the first two medications for this indication that now compete with DNA. Or shall I say that DNA now competes with. But I have not broached that issue any further with this client. The client knows much more about drug discovery than about commercial opportunities. In fact commercial opportunities are not even in this client's vocabulary. It is all science and development.

I have not personally done more than casually glance at that particular marketplace and noticed some interesting, shall we say, "marketing" with DNA's distribution policy, all for the benefit of the patients of course.

Tinker