News Focus
News Focus
Replies to #22355 on Biotech Values
icon url

Praveen

01/21/06 3:26 AM

#22358 RE: DewDiligence #22355

NPSP

Not really Dew, I think Preos is definetely a superior product than Forteo and it is a near term driver. I am not sure if NPSP will be there by the time it's competition matures. Also osteoporosis is underdiagnosed and because of many babyboomers retiring, Preos will do fine as osteoporosis is a huge market. Reg advertising about PTH, doctors are already aware because of the big pharma. Also Teduglutide proof of concept is a near term driver as I said.

Long term, next gen pth calcilytics is in phase 1, But you might not be holding it till then...:-) Praveen
icon url

Praveen

01/21/06 3:34 AM

#22359 RE: DewDiligence #22355

EMIS

What do you think about EMIS oral program of insulin and PTH with Novartis? Any comments about the current market cap and the potential upside? I am a newbie to EMIS and oral insulin excites me...

Thanks,
Praveen