Replies to post #137796 on Biotech Values

[MotionMan]

VVUS- You believe that they get thumbs up at the Cardiac panel and final FDA approval?
I'm surprised to see so many analysts negative on approval still with the 20-2 vote and the positive panel discussion.

Anyone care to give a probability that VVUS gets the Dendreon treatment from the FDA?

[hptaxis]

Isn't that still a large number - in the millions?

[olddogwithnewtrix]

Sorry, my response was not the same topic. For Qnexa, I will say 500-600 million the 1st year. all depends on the right partner/buyer and marketing.

[pcrutch]

Couldn't the existence of Qnexa and lack of sufficient trial data using the generic components could open them up to medical malpractice? Figure some docs might be more cautious about subscribing the two generics separately than just using Qnexa

[biomaven0]

Qnexa will have less than a 40% Rx share of the combined market for Qnexa and the off-label generic constituents

Not sure what the number will be as it depends on the REMS and on pricing/insurance coverage, but I would predict distinctly north of 50% - if I had to pick a number, I'd pick mid 60's.

Peter

[ciotera]

Qnexa will have less than a 40% Rx share

Are you including all uses of topiramate here?