Developing safe and effective drugs is hard, and doing
so in the CNS space is even harder than normal. Add in worries that your
lead (and only) drug is just a “me-too” product doomed to languish in
the shadow of a celebrated advance in the field, and I suppose it makes
sense that Marinus (MRNS) would have well-above average volatility.
I
may be fundamentally mistaken, but I believe Marinus’s drug ganaxolone
is more than just an attempt to hitch a ride on the coattails of Sage Therapeutics’ (SAGE)
lead drug brexanolone. While Sage will likely enjoy a meaningful head
start getting its drug to market in post-partum depression, I don’t
believe that lead will cripple Marinus, and I believe there’s still
upside here if ganaxolone proves to be a respectable second-place
finisher.
Click here to continue reading:
Marinus Looks Like More Than A Me-Too
No comments:
Post a Comment