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Replies to #87676 on Biotech Values
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Camaro1093

12/17/09 11:45 AM

#87689 RE: DewDiligence #87676

Dew,
Any thoughts on the new ANDS data?

TIA.
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biomaven0

12/17/09 12:43 PM

#87691 RE: DewDiligence #87676

I hadn't quite realized the growing dominance of Lovenox (seems to currently have about 80% of the LMWH market as best I can tell), so I think I concede your point.

Peter
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mcbio

12/17/09 5:35 PM

#87700 RE: DewDiligence #87676

Re: partnering of PMX-60056

This is a far-fetched premise, IMO. For all practical purposes, the LMWH market consists of exactly one product: Lovenox, which could soon be available as a generic (:- ))

Fragmin and the other non-Lovenox LMWH’s are non-factors in the marketplace, and I consider it highly unlikely that these drugs could see meaningful commercial uptake this late in the game even if there were clinical data on their reversibility with PMX-60056.

In other words, there are zero “LMWH companies” who are logical partners for PMX-60056, IMO.

So why couldn't PMX-60056 theoretically be partnered with SNY or, better yet, Sandoz/MNTA?