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davlz22 - Thu, 22 Dec 05 :

Colal-pred is relatively low risk with regard to likely approval - it appears to work and be safe already - however, it's market potential is relatively low

THIS DRUG ON ITS OWN IS NEVER LIKELY TO RESULT IN A TAKEOVER BID FOR AZM WHATEVER THE RESULTS OF CLINICAL TRIALS AT ANY STAGE

Renzapride is higher risk as efficacy so far demonstrated in PhII is more marginal, although it appears safe. It's market potential, if proven to work better than Zelnorm is much greater.

THIS DRUG ON ITS OWN COULD RESULT IN A TAKEOVER BID FOR AZM, BUT IN MY VIEW NOT UNTIL PHASE III RESULTS ARE IN DEMONSTRATING IT WORKS

Cetillistat is now essentially completely de-risked as we know it works as well as Xenical with lower side effects and is safe.

THIS DRUG ALONE COULD RESULT IN A TEKEOVER BID FOR AZM NOW AS IT IS NOW VERY LOW RISK AND HAS SIGNIFICANT MARKET POTENTIAL.


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