Replies to post #89686 on Biotech Values

[ghmm]

UTHR/Tadalafil (Adcirca ) :

Thats interesting. I know Tadalafil for its other label (Cials) should go off patent earlier. But for Adcirca I thought it was approved only in the 40mg dose?

I still have some UTHR but don't follow it quite as closely. I think they have upside (near term) if the inhaled is picking up as fast as Martine indicated a while back. Also I think their oral program has a high probability of success. In general though PAH has become way too crowded IMO.

[DewDiligence]

Knocking out the Adcirca CoM patent, which expires in Nov 2017, won’t provide much economic benefit to the P-IV challenger. That’s because orphan drug exclusivity in PAH, which can’t be overturned by a P-IV challenge, runs until Apr 2016.