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Replies to #96719 on Biotech Values
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DewDiligence

06/04/10 8:00 PM

#96745 RE: biomaven0 #96719

PYMX MNTA:

…my understanding is that all the LMWHs are pretty much fungible, and Lovenox's dominance comes from marketing not fundamentals. Dew follows this market much more closely than I, so maybe he could comment if this is correct or not.

I concur with the above. That’s why I described PMX-66056’s performance in terms of “Lovenox reversal” even though the drug actually used in the phase-1b trial was InnoHep. Regards, Dew