Biotech Values

[neurodave2004]

Hello everyone-new member. Re SNY: I was wondering if anyone has an opinion on accomplia or sny's share price. I am long SNY calls and may take some profits in the next few days as it has risen nicely over the last few weeks.

As Dew stated here and I have previously mentioned on my board (http://tinyurl.com/6n4aw), Accomplia has received a HUGE amount of hype and is a REALLY interesting drug.

For those of you not familiar with it, it is the first drug that blocks the cannabinoid CB1 receptor in the brain, the same one that causes feelings of high from smoking marijuana (I know the cannabinoid literature very well and can elaborate if anyone would like). The indications for this drug are treatment of obesity, smoking, and it also raises hdl all in one pill. The BIG advantage of it over current weight-loss medications is that it is not a stimulant, thus avoids their abuse liability.

The thing that I have been concerned about with Accomplia is the lack of information regarding chronic use. If you look in the animal literature, you will find little information regarding changes in receptor levels, regulation, etc. following chronic treatment with Accomplia. And I have been astonished to find that no one has published this information and several experts that I have talked to do not know the chronic effects of the drug. This concerned me.

Apparently, however, as the 2-year data show, people still kept weight off at this time point (although not as good as the 1 year data - but still significant nonetheless).

Barring some weird effect of chronic Accomplia treatment (like MS), I think this drug will be very successful. I would love to hear anyone else's opinion on this.

Thanks and have a good evening,
Dave