Replies to post #89693 on Biotech Values

[DewDiligence]

I tend to think the challenger is attacking the other 2 patents, which are not as strong as the CoM and run until 2020.

That makes more sense.

[DewDiligence]

FDA approves Cialis for BPH:

http://www.reuters.com/article/2011/10/06/fda-cialis-idUSN1E7951ZG20111006

Cialis’ US CoM patent runs until Nov 2017, so there’s still plenty of time for LLY to benefit from the new indication. On the other hand, the BPH arena is crowded and includes drugs such as Proscar that are already off-patent. Perhaps LLY’s best bet is to position Cialis as the drug of choice for men who have both ED and BPH.