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Re: gfp927z post# 27327

Friday, 07/10/2009 12:24:33 AM

Friday, July 10, 2009 12:24:33 AM

Post# of 51153
I don't believe SP has anything of value other than the Cortex AMPA modulators, and they indicate that here too. My guess is that they may be highlighting the allosteric component--if you look at the most recent Addex press release, they make a fuss about their clinical trial being the first for an allosteric mGluR modulator. So SP's shift doesn't mean much vis-a-vis Cortex, other than they have started to use their own nomenclature, consistent with some increased BP interest in allosteric approaches in general.The fact that they even bother to change the name means they are still invested in it, which makes me think they have some positive data. If the trials had been a failure, why bother changing the name?

As to the August timeline question: It's only a factor for the biggest Big Pharmas, with the multiple signatures needed. But they have had an eternity to look at ADHD and RD. My belief is that it could be a factor for Big Pharma and SA, but not for the other indications, and not for non-Big Pharmas. Midsize companies don't have the multiple levels involved.

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