Just Answers - Finance

So about 10 weeks ago or so I registered to Play along with CNBC's Million Dollar Portfolio Challenge just to see

According to USFDA, a combination product is one composed of any combination of a drug and device; biological product and device; drug and biological product

how things would go with a company that I had been watching rather closely--Revlon (NYSE: REV). Within 10 days I

; or drug, device, and biological product and fixed dose combination would include two or more combinations of drug.

Examples of combination products may in

was way down as the stock fell in value. Feeling like not trying to win any longer, I stopped logging in to the

lude drug-coated devices, drugs packaged with delivery devices in medical kits, and drugs and devices packaged separately but intended to be used together.

NBC website to check my portfolio holdings.

That's my suggestion: Try your best to remain emotionally neutral. I

here is enormous increase in the number of combination products entering the market in the recent years. Combination products have proven advantages but fixe

f you've made sound investments and done your research (that would be suggestion number 2: Don't buy something ju

d dose combinations are still in the process of convincing regulatory authority on their advantages over the single ingredient formulations.

Combination pro

t because your broker or financial adviser says so--do the research yourself and form your own conclusion) you ca

ucts have become life saving products for the pharmaceutical companies who doesn’t have many innovative molecules in their product pipeline and have been inc

n stick with them and expect to come up a winner. This is exactly what my bet on Revlon reminded me of because ou

easingly used in the product life cycle management. Even the companies having product patents are trying to extend their product life cycle through the combi

of curiosity this morning I checked-in for the first time in months to see my contest portfolio. This time aroun

nation products and maximize the revenues. But the companies involved in this practice are overlooking that they are burdening the patients both economically

d I noticed that I was in the top 19% of contestants and had made a nice 8.3% profit--All with Revlon.

Revlon is

and physically. They need to rightly judge the benefits of the combination products and they have to even look at the risks involved when combining the produ

a great well-known brand--perhaps under performing because of some unwise decisions by management and a reorganiz

ts. Some of the combination products were well accepted by physicians while others suffered. Companies involved in development of combination products are fi

ation which tends to dilute the share prices a bit etc. But I think in the end if you can put a small highly spec

ding difficulty in defining their combination products and facing various challenges from selecting a combination to marketing it.

Following aspects would a

ulative investment down you might do quite well with Revlon.

I see this happening: Either Ron Perelman's managem

dd to the challenges in developing combination products:

Which markets to tap where the combination products can do fairly well?
Which combination prod

nt team will turn this company around completely and make you money; or his management team will remain ineffecti

cts are meaningful and rational?
Which therapeutic categories to select?
Which Combinations can address unmet needs of the patients?
Do combin

ve and make them a target for a take-over by someone who can integrate their product line and brand into their st

tions increase the patient compliance?
What would be the developing cost?
How to tackle the risks encountered during combination product developmen

ategy.

How I'd play Revlon (NYSE:REV): I'd buy 1,000 shares worth of Revlon here and just wait to see what happe

t?

As combination products don't fit into the traditional categories of drugs, medical devices, or biological products, the USFDA is in the process of devel

ns. Either you make some cash or you report the loss on your taxes to offset some other gains in your Blue Chip p

ping new procedures for reviewing their safety, efficacy and quality.

Professional from academic institutions, pharmaceutical industries, health care indust

rtfolio holdings.

Disclaimer: InvestBlogger is an individual investor and he does make mistakes. He encourages y

y and representatives from various regulatory agencies are working out to design the regulatory requirements for manufacture and sale of combination products

ou to do your own research on any idea that you may get from his blog because it may be incorrect. He also encour

.

As there is an increasing trend of the combination products companies manufacturing such products should be able to tackle the problems involved in the de

ges you to take ideas you get from this blog and discuss them with your financial adviser before making any inves

elopment. They need to be wiser in analyzing the market trends and the regulatory requirements.

Companies that provide selfless information through particip

tment as your financial position may be very different from InvestBlogger and thus calls for a different strategy

tion in industry events and feedback to regulatory authorities would be able to face the challenges and will be successful in developing combination products

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