Replies to post #20549 on Biotech Values

[DewDiligence]

Re: KOSP

>Yes. A license for that component of their combination pill.<

I was assuming that MRK could make its own ER pill without violating KOSP’s composition-of-matter patents. Hence, the IP license I was suggesting would be for an ER Niacin pill’s use for specified medical conditions.

In answer to your question about when MRK would need to take a license, they could wait until after phase-3, or even until after commercialization before deciding what terms to agree to (or whether to take no license and risk litigation).

I am not at all well-versed in KOSP’s IP, so I’m just speculating here. Perhaps our resident KOSP expert, shears, will chime in.

[DewDiligence]

MRK is talking about Niacin right now. KOSP now down 24%.