Biotech Values

[pharmaclown35]

bap is never going to get approved. i sat in on the bap presentation at AAN around a month ago. there were over 10 cases of vasogenic edema reported in their Phase II trial, and the worst part is that its not dose dependent.

it's basically triggered by the difference in dose. you can go down in terms of dosing, and trigger VE. something to do with crossing blood brain barrier. i'm sure of the exact mechanism of action, but basically, bottom line is bap is a really risky drug.

most analysts have dropped this drug from the valuation.

who knows, maybe pfizer will drop partnership after the wyeth acquisition closes. why does pfe need bap when its got their own AD pipeline, and they've got dimebon in combination with everything right now.

just my 2 cents. :)