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TheGreatAuk

144 Posts.

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21/12/18

23:51

Post #: 36941683
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Originally posted by kippax ↑

Originally posted by TheGreatAuk
Going off the due diligence and subsequent up front payment to Arena Pharma for a phase III drug to treat PAH, SUD004 is looking a little redundant. Phosphodiesterase-5 (PDE-5) inhibitors have positive effects in PAH, but they do not provide a cure, and in many patients the disease will progress despite treatment¹.

Uncertainty increasing in china. It is unclear when this procurement program will be rolled out nationwide and how many generic drugs will eventually be covered. It is important to recognize that under the program, the only determining factor for a successful bid will be the price. Thus, as global pharmaceutical companies look to do business in China, the implementation of this program will undoubtedly impact strategies on how to commercialize drug products in China and how to best compete in a bidding war with a domestic Chinese drug manufacturer².

There are at least 3 generic brands of zolpidem in china, 17 in India and 35 in Japan³. So another one is probably not a big deal.

Malaria pre-referral is stopgap only with RAS doing the job.

3.5c sooner than later sounds good.

1 https://www.biospace.com/article/ar...united-therapeutics-for-a-phase-iii-pah-drug/
2 https://www.hlregulation.com/2018/1...nsolidate-generic-drug-industry-lower-prices/
3 https://www.drugs.com/international/zolpidem.html
Hi TGA
I am not sure that saying that RAS is doing the job is correct. It might be doing a job but how can you say it is doing the job. Let's see comparison figures when WHO eventually approves the use of ArTiMist.
I note that clearance rates have stalled.....hmmmmmmm!!!!

kippax

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Hi kippax,

Based on MMV assessment 12-month MAMaZ Against Malaria pilot completed saving the lives of many children¹.

SUDA corporate presentation slide 14
Patients with >90% parasite reduction at 24h².

Cipla application artesunate suppository
Parasite reduction passes 90% at 15.6h³.

1https://www.mmv.org/newsroom/press-...-reduced-96-pilot-project-zambia-led-transaid
2http://sudapharma.com/attachments/article/74/SUDA_corporate_April2018.pdf
3https://www.who.int/selection_medicines/committees/expert/21/applications/s6_artesunate_form.pdf

SUD Price at posting: 0.6¢ Sentiment: None Disclosure: Held
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Manufacturing and Supply, page-20

Top Stories

MinRes's Ellison knows he screwed up – for that reason, hunt for new Chair to be sped up

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