Replies to post #116681 on Biotech Values

[DewDiligence]

In the EU, Shire's Firazyr label was recently amended to include self administration as well, so it's the first and only SubQ self administered agent for acute HAE, an advantage that is hard to compete with. If approved with a similar label by the FDA, I expect it to gain a big share in the acute market. This of course will hurt Dyax's Kalbitor and CSL Behring's Berinert but not VPHM’s Cinryze.

Sub-q administration certainly beats having to leave an IV port in the arm, which increases the risk of infection.

[genisi]

Firazyr briefing docs:

http://www.fda.gov/downloads/AdvisoryCommittees/CommitteesMeetingMaterials/Drugs/Pulmonary-AllergyDrugsAdvisoryCommittee/UCM260020.pdf

[DewDiligence]

FDA approves self-administration label expansion for acute use of Berinert:

http://finance.yahoo.com/news/CSL-Behring-Receives-FDA-prnews-695264075.html?x=0

Berinert has been on the US market since Oct 2009 (#msg-42409618).

[mcbio]

DYAX

In the EU, Shire's Firazyr label was recently amended to include self administration as well, so it's the first and only SubQ self administered agent for acute HAE, an advantage that is hard to compete with. If approved with a similar label by the FDA, I expect it to gain a big share in the acute market. This of course will hurt Dyax's Kalbitor and CSL Behring's Berinert but not VPHM’s Cinryze.

What do you make of DYAX's DX-2930, which is set to enter the clinic middle of this year: http://www.dyax.com/angioedema-portfolio/research-development.html ? For more detail, see: http://investor.dyax.com/releasedetail.cfm?ReleaseID=742676 . It's basically a self-administered subQ, long-acting, prophylactic treatment for HAE. Do you see this as a drug that, if successful, could turn DYAX's HAE fortunes around?