Replies to post #120349 on Biotech Values

[DewDiligence]

Couldn't they find another crappy sounding brand name that was still available? My nickname on this board, for instance? :)

That would make a pretty good brand name, IMO :- ) What (if anything) does it mean?

[DewDiligence]

I don't see Edurant amounting to much, with Btripla coming up in August, especially since edurant.com is registered to some guy in Greenfield, WI… who launches a drug without a .com website nowadays?

Excellent “right-brain” sleuthing and the kind of insight that biotech message boards were made for. Your prediction is confirmed by the sorry data cited in #msg-65585414.

p.s. If more investors would use the kind of right-brain skill you applied to Edurant in order to evaluate MNTA, they would readily see that Teva will not be getting FDA approval for generic Lovenox for a long time, if ever.

[DewDiligence]

Rx Share of US HIV Market

Atripla: 57%
Truvada + Reyataz: 12%
Truvada + Prezista: 8%
Truvada + Kaletra: 5%
All other regimens: 18%

Source: GILD’s 2Q11 CC

[DewDiligence]

Sales of JNJ’s Edurant—including the amount implicit in Complera—are still too small for JNJ to break them out in its quarterly financial results.