" So what do we have in this company? We have an anti-autoimmune...

"
So what do we have in this company?

• We have an anti-autoimmune drug that may or may not work (probably not) and is basically already classed as a failure (by the way, lesson to all those companies that brand their drugs early – XToll is a case in point as to why you don’t brand a drug until it is clinically demonstrable).

• We have a generic LTRA that is possibly going to get reformulated from a oral drug that works fine, to an inhaled drug that will likely cost a pile to validate.

• We have a generic beta blocker that is already widely prescribed off-label being re-purposed to help “quitters” manage their mucosal excretions. By the way, as a side-note, I am not a big fan of companies that claim to have re-purposed generic drugs with application patents because they normally are not very robust ventures. In the case of Invion’s smoking cessation patent there is fairly ancient medical literature around the use of beta antagonists to control mucosal secretions in other disease settings, such that one reasonably “skilled in the art” (of phlegm?) would have considered it to be a fairly obvious concept. Even if it gets granted, challenging it probably wouldn’t be too hard.

Hmmmm. Not much to really like, is there? Phlegmatic even…"

probably what is driving the bears, thanks ososlo