Urocidin, Valstar and ENDOSo far from what we have read, Urocidin seems to be a superior drug than Valstar. It can do everything Valstar can do but with less side effects. At least it seems that way. And yet, ENDO just pay big bucks to acquire Valstar. My questions are :
1. It makes sense that ENDO wants to create a market for Valstar to be used as a first line tx and Urocidin for refractory cases. But how can they keep Urocidin from being used a first-line? By cost?
2. If they can't prevent Urocidin becoming the drug of choice for first-line, they face the possibility of losing all the investment they put into Valstar. I have a very cynical explanation for ENDO's current action: By making the current contract with Bioniche, the milestone payments are comparative cheap to what they pay for the Valstar. Now they can both lock in Urocidin to their line-up and yet control the release date of Urocidin, buying time to keep Valstar in the market to recoup as much of the investment they made first. What do you guys think of that? If that's the case, we can be waiting for a long time before Urocidin get into the market.
3. I am not as well informed about Valstar vs. Urocidin as I would like. Perhaps some of you can help me on that?