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Biodel Inc. (BIOD) Message Board

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  • biod_factman biod_factman Sep 27, 2011 11:21 AM Flag

    Seems funny...

    isaa,

    I think you hit it right on the head with your post. There are a lot of nonsense posts today (even among the longs), but what isaa is saying is what the reality is. That's what I've thought for some time and why I said the results today didn't matter, the analog formulations are the end game here. BIOD is holding some cards though b/c the patents are expiring for analog cos. As Desouza said in the Q&A this morning and this is VERY IMPORTANT, "it is not data holding us back (with the analog formulations) it is the business arrangement". Basically they are just making sure they get a good deal for BIOD shareholders. But they can always use API from India source and move the analogs to the clinic. Just more desirable to partner with analog pharma now and get the validation/financing to ensure success.

 
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