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Replies to #78053 on Biotech Values
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DewDiligence

05/18/09 12:17 AM

#78074 RE: DewDiligence #78053

Quiz motivated by the ONXX-Bayer lawsuit: The Nexavar variant that’s the subject of the litigation between ONXX and Bayer differs from Nexavar by only the substitution of one fluorine atom for one hydrogen atom.

Q: Which two marketed drugs differ from one another
by exactly the same kind of substitution and nothing else?
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poorgradstudent

05/19/09 11:56 AM

#78164 RE: DewDiligence #78053

ONXX:

The 10% drop in the share price over this news seems to me to be overdone. Unless this is a smokescreen for a bigger issue that is brewing.
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ipollit77

05/20/09 1:38 PM

#78214 RE: DewDiligence #78053

ONXX sorafenib vs BAY 73-4506

patent WO/2005/009961 covers fluoro-sorafenib...
http://www.wipo.int/pctdb/en/wo.jsp?wo=2005009961&IA=US2004023500&DISPLAY=STATUS




obviously the chemical structure of nexavar is nearly identical...