Replies to post #129526 on Biotech Values

[mcbio]

It's likely at least an equal competitor to BG-12 with some chance of being moderately better - a good illustration of the weakness of BIIB's having only a use patent vs having a COM patent.

Thanks Peter. And, I think we touched on this to some extent before, do you envision the ultimate potential partner for XNPT being BIIB itself or a competitor? I assume it would be a competitor since BG-12 is so new and BIIB probably doesn't believe they need a better BG-12 at this stage; it would presumably send a negative signal to the market for BIIB in that the market would question why there would be the need to partner for an improved BG-12 so soon. I suspect someone like TEVA would be the ideal partner for XNPT here.

But there could be some weakness in the stock when the numbers are released - might provide a good entry point.

You may be right. I'd love to add to my position here; hope I get the chance soon if any of my other holdings do well.

[ghmm]

GSK didn't release any Horizon numbers today. I heard parts of the call but not all of it so not sure if it came up in the call. I imagine XNPT won't be able to release any info since GSK didn't. Of course some of those better connected than me may have IMS data :-).

http://www.gsk.com/investors/quarterly_results.htm
http://www.gsk.com/investors/reports/q32011/q32011.pdf

[bladerunner1717]

re: XNPT

Peter,

What's your take on the Horizant sales numbers as reported? Are you still positive on XNPT going forward? What do you see as the value drivers of the SP?


Bladerunner