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Replies to #3085 on Biotech Values
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DewDiligence

08/06/04 11:06 AM

#3087 RE: rkrw #3085

>> Everything dovp has was inlicensed!! <<

That’s why I said credibility in “discovery/early development” rather than simply discovery. DOVP in-licensed Indiplon at an early stage, played with it a little, and then out-licensed it to NBIX.

In other words, the credibility I am talking about is not necessarily based on a firm’s science but rather on its business acumen. TTP, which has a similar business model, can’t seem to get anything to go right and as a result has little or no credibility as a discovery/early development engine.