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Re: go seek post# 998

Sunday, 05/06/2007 12:33:31 AM

Sunday, May 06, 2007 12:33:31 AM

Post# of 3757
Re : in vitro study

JP sounds pretty confident about not expecting to see any interaction as to pK data , but I don't think he's too sure about effects on antiviral activity. He made a comment on the Morgan Stanley call to the effect : " We don't know what kind of magic ribavirin does , but we know it does some kind of magic. " If that's the case, it would be kind of hard to predict whether NM283 would add or subtract from the magic.

I feel for JP in a way , because he's in a bit of a lose-lose situation as regards the interaction study. He loses if there is a negative impact on antiviral activity , as that could wreck NM283 development , even for combo studies if riba is part of the combo. If the interaction study turns out well , he loses because it reminds everyone what a boob he was not to include triple-therapy studies in the plan from the beginning.

The failure to do these studies earlier is what makes me most pessimistic about the outcome. I just find it hard to believe they would have waited till this late date to try triple therapy unless they had a bad feeling about the outcome. Current share price probably reflects a similar expectation by others , so the upside could be considerable in the event of favorable results.

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