Biotech Values

[mskatiescarletohara]

TRMS and PANC, that very thought crossed my mind. Especially since PANC is getting ready to advance their oral fusion inhibitor into the clinic. I've "heard" some statements from some pharma locals here in the area that Roche and TRMS have had several disagreements over the marketing of Fuzeon, conflicts of opinions over the past few years. I get the impression management was "glad" for Roche to takeover marketing, which of course left Skolsky hanging out to dry. He's not returning calls, so, he's probably feeling a little jaded.

Bolognesi coming back has raised my eyebrows, speculatively, he must have his eye on a couple of experimental candidates. TRMS, their R&D/clinical management team is very strong. They have a good relationship with the FDA and know how to take a drug from the tube to marketing approval.

Look what they did with Fuzeon, a first in class HIV drug. Unfortunately, it's a bear to manufacture and market. I've suspected Fuzeon may eventually become one of those HIV drugs that finds it's way tothe shelf given there are more sophisticated and powerful nukes being developed.

I think the folks at TRMS may be sighing a little relief of letting Roche bear the marketing responsiblity and they can go back to developing drugs with other companies. The TRMS/Roche relationship could be deteriorating to some extent.

katie....