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  • Small Biotech Companies With Big, Promising Pipelines [View article]
    AIS will receive more attention from pharma and partnerships since their technology is applicable to many more treatments/medications out there.
    Feb 1 11:49 PM | Likes Like |Link to Comment
  • Small Biotech Companies With Big, Promising Pipelines [View article]
    Good points. Antares' pipeline allows for some failures and minimizes alot of the risks. Because of the number of candidates they have, AIS recovered nicely from the failure of Libigel.

    Thanks for reading.
    Feb 1 11:44 PM | Likes Like |Link to Comment
  • Small Biotech Companies With Big, Promising Pipelines [View article]
    Yes, biotech is less forgiving, but also more rewarding. Any sector and company can suffer significant losses as seen in the last 4-5 years-large cap banks, big technology companies, dividend payors, the list goes on.
    Jan 31 11:39 PM | Likes Like |Link to Comment
  • Small Biotech Companies With Big, Promising Pipelines [View article]
    The cash burn for IMMU is about 20-22 million. They recently received 30 million (Jan 2012) from UCB as part of their agreement/amendment to their partnership.

    Thanks for reading
    Jan 31 11:34 PM | Likes Like |Link to Comment
  • Seattle Genetics: Boxed Warning Is A Non-Event [View article]
    I am not aware of any oral linkers and it would be really tough to develop one. An oral linker has to survive the harsh conditions in your gut/stomach and dont forget about the metabolism that takes place thereafter in the liver or first-pass effect if it does survive. Pharmas struggle with this all the time with "normal" oral medications and I have a hard time imagining a linker stable enough to overcome what goes on in the gut...at least, for now.
    Jan 23 11:16 AM | Likes Like |Link to Comment
  • Seattle Genetics: Boxed Warning Is A Non-Event [View article]
    I agree with you re: late stage cancer patients being a risky population for new drugs. SGEN is already seeing alot of partnerships with its linker technology. They are currently collaborating with 11 pharma companies. One of these companies, Genentech, has 9 compounds with SGEN.

    However, using their linker tech with existing, approved mABs may take a little longer as there are issues such as intellectual property, but I can see how this can be desirable for companies with approved mABs that may want to extend the life of the mAB, increase efficacy and/or decrease adverse effects.
    Jan 23 01:28 AM | Likes Like |Link to Comment
  • Seattle Genetics: Boxed Warning Is A Non-Event [View article]
    Good points. I don't think we are at a point where we need to stratify patients using the Anti-JCV Antibody ELISA test. I don't envision the prevalence rate creeping up, but if and only if it does, then something like stratification and/or a risk management program may be neccessary. Either way, the efficacy of Adcetris is proven and the sales trajectory should continue.

    Further, longer-term, Seattle Genetics is more about their linker technology platform than Adcetris. Adcetris validated their technology.
    Jan 22 04:32 PM | Likes Like |Link to Comment
  • Seattle Genetics: Boxed Warning Is A Non-Event [View article]
    I agree, but realize that PML is extremely rare and the source of PML in Adcetris patients is still unknown. Longer-term, as data from first-line use is revealed, we will see that Adcetris is not only for patients that are "dying anyway."
    Jan 22 04:02 PM | Likes Like |Link to Comment
  • Best Selling Drugs Going Off Patent In 2012 [View article]
    Interesting article, one that is also relevant for practice. How do you feel about Relovair, and most importantly, Theravance (THRX)? Theravance has seen significant ownership/buying by GSK and other "smart money" and seem to have more upside price movement if Relovair works out.
    Jan 5 11:04 PM | Likes Like |Link to Comment
  • Transcept's Intermezzo: A Blockbuster In The Making [View article]
    Hope you do well!
    Jan 5 07:04 PM | Likes Like |Link to Comment
  • Transcept's Intermezzo: A Blockbuster In The Making [View article]
    Quite a list. For each one of those that you listed, I am sure there are ones that have made it to blockbuster status-each having a different story. In a sense, even Lipitor had doubters during pre-approval and post-approval. Finding the ones that have a higher probability of making it to blockbuster status is what makes it interesting. If this was 100%, then investing in a high risk sector such as this will be easy.

    I have listed why TSPT's Intermezzo is different and I agree that it will take a few quarters for revenues and the launch is not until 2q 2012.

    Good Luck!
    Jan 4 12:11 PM | Likes Like |Link to Comment
  • Transcept's Intermezzo: A Blockbuster In The Making [View article]
    Silenor and Intermezzo are not comparable. Silenor is the brand name of Doxepin which is a tricyclic antidepressant, not a hypnotic.

    The story with Sonata is a little convoluted. It is FDA approved and indicated for initiation of sleep. There are potentially more drug interactions with Sonata vs other hypnotics since it is primarily metabolized in the liver via aldehyde oxidase and to a lesser extent CYP 3A4 - a major drug metabolism enzyme. This, in itself, can be tricky when attempting to combine with other meds that the patient may be on and increases the chance that a drug becomes a "dud" (see Accolate). Furthermore, Sonata had a slow start under King Pharma, and the buyout by Pfizer of King Pharma definitely caused some of the detraction. Now it is available as a generic.
    Jan 4 12:12 AM | Likes Like |Link to Comment
  • Transcept's Intermezzo: A Blockbuster In The Making [View article]
    1. "Without any real hard credible data to support the use of this product showing QOL or health related benefits MCOs will NEVER place this on first second or third tier unrestricted formulary."

    - Are you saying that being able to fall asleep in the middle of the night is not enough to improve QOL? Compare the amount of zolpidem in Ambien/Ambien CR and Intermezzo. Limiting hypnotic usage is not an improvement in QOL? What metrics would you use to sufficiently conclude that QOL has improved?

    2. If patients are diagnosed with a sleep issue in the middle of the night MCOs will say have them take a long acting agent that is indicated to sleep onset as well as sleep maintenance (generic ambien CR) Lunesta (soon to be generic in later 2013) or even generic sonata first.

    - I dont know how many times I have to say this, but the products that you listed are not and CAN NOT be used for MOTN. The time of onset, before the patient is able to fall asleep, can take up to one hour. For your body to metabolize enough of the drug(s) so you wont wake up feeling drowsy and crash your car into a telephone pole or run over someone crossing the street takes up to 7-8 hours. Intermezzo, on the other hand, has significantly less zolpidem in each tablet to metabolize and because of the sublingual and buffer system is able to put the patient to sleep alot faster so he/she does not have to take a "regular" hypnotic at 4 in the morning and wait until 5am to fall asleep and wake up at 8am to go to work, find that they are still sleepy, get into their car, and run over the neighbor's dog. Furthermore, who is liable? The prescriber who prescribed "regular" zolpidem, sonata, or lunesta to the patient for MOTN - against FDA indicaton and/or the MCO who paid for this?

    3. "Not only is the competition fierce but MCO formulary status is more difficult."

    - There is no competition. Find another hypnotic sleep medication that is FDA approved and indicated for MOTN.
    Jan 3 11:40 PM | Likes Like |Link to Comment
  • Transcept's Intermezzo: A Blockbuster In The Making [View article]
    Interesting points, but see my comments above. "There is still alot of confusion out there that generic ambien or "regular" zolpidem can do the trick. Again, generic ambien, zolpidem, lunesta, and all hypnotics are not for MOTN and it would be reckless for prescribers to give those to patients. There are significant liability issues if a clinician gave a hypnotic like generic ambien or zolpidem to the patient and instructed them to use it in the middle of the night with 4 hours of sleep and say, get in a car accident because of the lingering drowsiness. Simply put, there is nothing comparable to Intermezzo."

    MCOs will not pay for current products including generic zolpidem because it is not FDA indicated for MOTN and would also be reckless for a MCO to pay for current hypnotics for MOTN. Currently, there is broad coverage from MCOs under Tier 3 so payers are on board. Sure, the copay may be more for the patient, but I see that changing down the road. This is consistent with other branded medications during the initial launch period.
    Jan 3 07:01 PM | Likes Like |Link to Comment
  • Transcept's Intermezzo: A Blockbuster In The Making [View article]
    There is still alot of confusion out there that generic ambien or "regular" zolpidem can do the trick. Again, generic ambien, zolpidem, lunesta, and all hypnotics are not for MOTN and it would be reckless for prescribers to give those to patients. There are significant liability issues if a clinician gave a hypnotic like generic ambien or zolpidem to the patient and instructed them to use it in the middle of the night with 4 hours of sleep and say, get in a car accident because of the lingering drowsiness. Simply put, there is nothing comparable to Intermezzo.
    Jan 3 06:54 PM | Likes Like |Link to Comment
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