Replies to post #80401 on Biotech Values

[mcbio]

Re: ARYX

Thanks for the response. It will be interesting to see what happens with the stock after the Tecarfarin results are released next week. I believe you've said before that the stock may be a buy if the results are negative and the stock tanks, given that the AF drug is a big opportunity on its own. I think it could be as well so next week should be interesting.

[genisi]

Two points on Multaq:

1. In the DIONOSYS (head-to-head vs Amiodarone) trial - Multaq showed to be less effective at suppressing AF but safer.
2. Multaq is contraindicated in patients with severe heart failure (class IV and II-III). It can be used in patients with AF/AFL and no or stable heart failure.

So, Multaq is likely to compete and in time replace Amiodarone because of the safety advantages, imo.

[mcbio]

Re: ARYX

A whole lot more emphasis just got placed on Budiodarone. I'm anxious to see how much ARYX drops tomorrow morning and curious as to whether or not this may represent a speculative buying opportunity.