Replies to post #110039 on Biotech Values

[ariadndndough]

poorgradstudent i respect your opinion as you know this field better then i. but if aria has the better drug which pona looks very very good its just a matter of time before the partner comes knocking on the door

imho

dough

[JJM760]

A lot of chatter of a MRK buyout (not just on msg boards either). I don't see it. What do you think?

[DewDiligence]

EMA accepts PFE’s Crizotinib and Bosutinib for review:

http://finance.yahoo.com/news/Pfizer-Announces-European-bw-1561165753.html?x=0&.v=1

If there are no hitches, both drugs could be approved by the EMA during 2012; the exact timing is unclear insofar as EMA reviews are generally more iterative than FDA reviews.

In the US market, the Crizotinib NDA in ALK+ NSCLC is pending with a PDUFA date in Sep or Oct 2011 (#msg-63205025). PFE has not yet submitted the Bosutinib NDA for 1st- and 2nd/3rd-line CML, but has stated its intention to do so in 2011 (#msg-57387806).

[DewDiligence]

FDA accepts PFE’s Bosutinib NDA with standard review:

http://finance.yahoo.com/news/Pfizer-Announces-FDA-bw-3153701844.html?x=0

The PDUFA date, which is not specified in the PR, should be in Oct 2012.

Bosutinib was submitted in the EU in Aug 2011 (#msg-66273535), so its review there is on roughly the same timeline as in the US.