GREY:IPHAF - Post by User
Comment by
redrillon Jul 11, 2007 3:18pm
608 Views
Post# 13072205
RE: "Licensing and Partnering" ..................
RE: "Licensing and Partnering" ..................It would be my uninformed contention that this is the reason for the lack of pop in the ISA share price.....
If your Roche and thinking of opting back in, what do you do about the possible partner in the psoriasis side manufacturing and marketing ISA 247 and PRICEING it at a level different than your(Roche) transplant drug price point? We all know drugs get used off label for other problems especially if it works better than anything else available. Conversely, if your thinking of opting in as a psoriasis partner what assurances are you going to have that you can control your price point for your drug and not loose out to Roche and off label sales from their transplant version.
Until Roche is either in or out this share will lanquish for lack of control of the manufactured end product.
Quite likely, Roche bowing out would eventually mean better results for Isotechnika following an intial drop. The new partner would pay way more for a tested drug and could control their returns with out worry of competiion from another source