Biotech Values

[turtlepower]

ARYX - The two hurdles you've mentioned may be spot on and may be part of the reason for the delay in finding a suitable partner.

However I'm not too sure about the toxicity being a deterrent. If I remember correctly only 1 of 60 patients treated with 2042 had microdeposits after 3 months of treatment whereas 80-90% of amiodarone patients had microdeposits after 3 months of treatment.

I agree about the PE. Though assuming that 2042 was indeed designed to have similar efficacy to amiodarone, i guess the assumption is it will be as efficacious if not more than dronedarone though that can't be relied on.

I haven't looked at oral V results that thoroughly. Only one dose was effective and the same for D. Two doses met the PE for 2042. Assuming both doses are effective for whatever PE, that may an advantage in itself. Start patients off with a smaller dose and then increase it depending on efficacy and safety. Also it looks like IV V has either safety or efficacy concerns. What are the odds that those concerns are carried over to oral V? D also has safety concerns for patients with HF.

Also the 2042 trial had patients with pacemakers so I'm assuming data from those can be used to analyze the results more thoroughly to alleviate any concerns about efficacy or safety.

All in all, you may be right about ARYX getting a lesser deal than CRME. I wish they had gotten a quarters worth of money when the share price was at 4 to be in a better bargaining position. I think though that not financing then also shows the confidence they have in the data though at the same time I wonder if the data were that good then a partner would have signed up by now to catch up with oral v.