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sts66

05/30/13 12:34 PM

#7607 RE: smarterer #7600

Thanks for jolting my brain back into action - in a previous post I wrote "why is the Bayer combo drug NCE case relevant to us?" - the answer is that if we don't get NCE for V on it's own, and the FDA changes their currently flawed rules, a combo pill of V plus the NCE eligible Lipitor pro-drug molecule could potentially get NCE status. But that's far in the future....but what if we do get NCE for V, then another NCE for the combo? That's 10 years of protection from generic competition!
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yellow_bluff

05/30/13 1:08 PM

#7610 RE: smarterer #7600

not out of the realm of possibility to even see eln + teva each ponying up cash....
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DewDiligence

05/30/13 4:54 PM

#7637 RE: smarterer #7600

If I was BP, if be worried about Teva or Elan buying or partnering here. A drug that complements and/or replaces any of the statins ought to scare the crap out of them…

Your comment applies only to AZN insofar as Crestor is the only consequential statin drug that’s still on-patent. Since AZN has decided to go in a different direction, there are zero pharma companies with a patented statin drug who could be interested in AMRN.

A buyout by a non-statin company such as ELN is another story; that might actually come to fruition, IMO.