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ghmm

10/10/11 7:47 AM

#128124 RE: genisi #128123

Thanks for the feedback and link (not rkrw's I don't like to think about that :-)). It seems there was some concern of anaphylaxis though in practice it doesn't seem to be a major concern. The IP is one things that has me concerned they claim they have patents till 2028. The wording in the auxilium's annual report isn't clear but I believe they are process related patents. Also in Europe they don't even have orphan protection (at least for Dupuytren’s)!

ghmm

10/31/11 1:17 PM

#129897 RE: genisi #128123

BSTC / AUXL / Xiaflex:

AUXL is down 10%+ and I am surprised BSTC isn't down much more. Xiaflex sales are below expectations again. I am just listening to the Auxilium call now and they are completely shaking up their Xiaflex effort from people to their sales/marketing strategy.

I had some concerns about BSTC ability to receive their royalties in full and in EU past 2016 so I put the company on the backburner (I sent the company an e-mail but wasn't close to investing to follow up with a call when I didn't get a reply).

I don't like paying for Testim (too competitive/weak IP) and still think the Peyronie trial design is a bit risky but other than that...