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Re: mcbio post# 75726

Friday, 04/10/2009 1:19:42 PM

Friday, April 10, 2009 1:19:42 PM

Post# of 257259
Atrial Fibrillation Compounds (ARYX vs. CRME)


I guess I shouldn't say better. It is apples to oranges because of the different endpoints. What you can tell, especially from the IV data, is that Vernalakant is not as efficacious as Amniodarone. The entire idea of ARYX is to keep the same efficacy as the parent drug which is Amiodarone but get rid of the toxicity. We won't see if ARYX's drug is as efficacious as Amiodarone until a larger trial is done.

If you look at the fact that since it looks like the IV is dead for a while the market cap of CRME was about 200 million with most of that value based on the oral vernalakant. ARYX's market cap was much lower and their drug has as good a shot to get a deal done. What I did like about the ARYX data is that the patients wore a holter monitor during the trial so the afib was detected by the monitor even if the patient didn't realize they had a recurrence. I don't think the Cardiome patients wore a monitor for their trial.

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