DSCO - Discovery Laboratories Inc

[marce]

What stocks would you recommend checking out? Thanks!

[investor_trader_1978]

Dont get into DSCO right now. Wait for the CEFF hit and then buy a small position if you can take the risk. It has been rejected 4 times.If you build up a small position...try to get out your investment before the approval/rejection date and play with house money.

[zetaseven]

BTW after 09-30 meeting FDA said to DSCO:
(From DSCO press release)
http://www.discoverylabs.com/2009pr/093009-PR.pdf
"...program to optimize and validate the BAT is reasonable..."
"...Discovery Labs believes that it has reached an understanding with the FDA and is confident that it will be able to optimize the BAT to the satisfaction of the FDA..."

My opinion: uncertain situation and long way before FDA A/R;
I'll not buy for now, but wait untill mid Q4 for news on finalized protocol and submission.

[hratch1]

Does anyone have an idea aproximately when in Nov.will be held the FDA meeting for a decision regarding Surfaxin?

Thanks in advance

[Docreech15]

Anticipated approval date is unknown but Discovery Labs expects to finalize a protocol and anticipates submitting it to the FDA in mid-fourth quarter of 2009

[Daytrader]

I bought it at $1.63 and can't even recover it anylong.

[Docreech15]

That's not necessarily true, the FDA has extended itself by helping DSCO get Surfaxin approved. I don't think it will be this year but an approval is in the future

[hratch1]

1) Johnson & Johnson is a 10 per cent royalty holder. This royalty is particularly relevant to the patents under license to DSCO:

US Patent Number Applied Date Issue Date Expiry Date Assigned to

*USP No. 5,741,891 Oct 22, 1996 Apr 21, 1998 Oct 22, 2017 Ortho
*USP No. 6,013,764 Jun 25, 1997 Jan 11, 2000 Jun 25, 2018 Ortho
*USP No. 6,120,795 Mar 04, 1997 Sep 19, 2000 Mar 04, 2018 Ortho
*USP No. 6,492,490 Nov 09, 1999 Dec 10, 2002 Nov 09, 2020 Ortho

In addition, Ortho (J and J) controls these patents:

*USP No. 6,613,734 Jun 07, 1995 Sep 02, 2003 Jun 07, 2016 Ortho
USP No. 5,952,303 Mar 29, 1997 Sep 14, 1999 Mar 29, 2018 Ortho

The other patents of import are assigned to Scripps:

USP No. 5,164,369 Jan 04, 1989 Nov 17, 1992 Jan 04, 2010 Scripps
USP No. 5,260,273 Jun 14, 1991 Nov 09, 1993 Jun 14, 2012 Scripps
USP No. 5,407,914 May 12, 1993 Apr 18, 1995 May 12, 2014 Scripps
USP No. 5,789,381 Apr 11, 1995 Aug 04, 1998 Apr 11, 2016 Scripps
USP No. 6,013,619 Apr 28, 1997 Jun 11, 2000 Apr 28, 2018 Scripps

Based upon the above, we can deduce the following:

1) Johnson and Johnson still exercises, as assignee, tremendous power over any business transactions involving buy-out, partnerships, etc.

2) The patents and the royalty seems a major stumbling block to a partnership or buy-out, since Johnson and Johnson, ultimately must approve any transaction of this type, I would think

3) All of the patents shown (this list is not exhaustive) will expire one by one between NOW and 2018 at the latest. This would "seem" to be another barrier for future investment, simply from the point of view that most Pharma would like to get maximum marketing life out of new drug aquisitions. Would they not?

4) J and J recently made an 18% investment in CRUCELLES, a manufacturer of FLU VACCINES. This is a major penetration of J and J into the pulmonary region of pharma....

5) There seems to be a lot of synergism between Surfaxin and other medicinal drugs as a DELIVERY AGENT as well as a surfactant replacement therapy.

6) Amick, Miller and a slew of other former JandJ employees are linked to DSCO

CONCLUSION:

You make your own. But, no matter how hard I have tried to dismiss J and J as a suitor due to the fall-out with Capetola when he left J and J around 1996, ONLY to RE-APPEAR on the radar screen with SURFAXIN, the drug that J and J abandoned....... (it seems to me that must have really rankled J and J)

...No matter how hard I try to keep J and J out of the equation for the future of DSCO, they keep popping up in so many aspects of trying to arrange a partnership...

[Docreech15]

What are you saying in terms of the PPS for DSCO?

[seti03]

They should have fired the ceo last year instead of a couple of months ago. This little piggy will make it to market sooner rather than later.

Oh...yes i do own a few shares

does anyone follow dyax, am thinking buy on this coming Monday. opinions and info are welcomed. thanks.