Replies to post #86943 on Biotech Values

[DewDiligence]

New Survey on Non-partnered Late-stage Drug Candidates

Q: Referring to the table in #msg-44169488, which
of the ten companies will be the first to secure a
partner for one of the drugs in the table?

a) ARNA
b) BPAX
c) GNVC
d) JAV
e) MNKD
f) OREX
g) OXGN
h) Pharming
i) SVNT
j) VVUS

To vote, go to
http://www.investorshub.com/boards/board_surveymenu.asp?board_id=1418
and select survey #130.

[DewDiligence]

Pharming appears to be repositioning Rhucin in an implicit admission that it probably won’t make much headway against the competition in HAE:

http://finance.yahoo.com/news/Pharmings-C1-inhibitor-iw-184885404.html?x=0&.v=1

[DewDiligence]

JAV’s Dyloject gets standard FDA review; the PDUFA date is 10/3/10:

http://finance.yahoo.com/news/Javelin-Pharmaceuticals-bw-1691475033.html?x=0&.v=1

[DewDiligence]

MNKD snags a director with street cred: James Shannon, former head of the pharma division at NVS:

http://finance.yahoo.com/news/MannKind-Elects-James-S-bw-79027104.html?x=0&.v=1

[DewDiligence]

Late-Stage Products Looking for a Home

Criteria for inclusion:
a) Program has completed phase-2b or laterd and is non-partnered; AND
b) Company lacks the financial resources to commercialize the product on its own.


Edits: i) removed GNVC entry; ii) updated status of ARNA, JAV (Dyloject),
MNKD, OREX, SVNT, VVUS; iii) added entries for SOMX’s Silenor and DDSS’
Oleptro (although I don’t think much of the commercial prospects for either of these).

 
 Company  Product     Phase   Indication (notes)  
 =======  =======     =====   ==================  
 ARNA     Lorcaserin  NDA     Obesity      
 BPAX     Libigel     3       Female Sexual Desire Disorder    
 DDSS     Oleptro     apprvd  Depression (reformltn of generic trazodone) 
 JAV      Dyloject    NDA     Post-op pain (approved in UK)    
 JAV      Ketamine    3       Acute pain    
 OREX     Contrave    NDA     Obesity      
 OXGN     Zybrestat   3       Anaplastic thyroid cancer 
 MNKD     Afrezza     BLA     Diabetes (CRL rec’d 3/15/10) 
 Pharming Rhucin      BLA     HAE (rejected and resubmitted in EU)     
 SOMX     Silenor     apprvd  Insomnia (low dose of generic doxepin) 
 SVNT     Krystexxa   BLA     Gout (response to CRL submitted 3/30/10)   
 VVUS     Qnexa       NDA     Obesity 

Procedure for Updating Table

1. Copy the text in this post into a word processor.

2. Using a monospace font (e.g. Courier) to facilitate tabular
alignment, make your additions and modifications, inserting
them in the table in alphabetical order. NOTE: use spaces
rather than tab characters.

3. Add a brief note in the “Edits:” line atop the table to
describe your changes.

4. Insert the iHub formatting directives: Put [ pre ] at the
beginning of the table without the surrounding spaces, and
put [ /pre ] at the end of the table without the surrounding
spaces.

5. Post your text as a reply to this message.

Thank you for your cooperation.