Biotech Values

[mcbio]

The effect on GI motility is probably peripheral. I don't know much about the peripheral effects of ghrelin, I'm afraid.

Here's a link to TZYM's Phase 2b results for their lead drug for POI: http://ir.tranzyme.com/releasedetail.cfm?ReleaseID=556399 . They are expecting pivotal Phase 3 results for this drug first half of this year. My expectations remain tempered for this lead drug due to the following: (1) limited success Entereg has had in POI; (2) TZYM's drug is an IV, not oral (like Entereg); and (3) they don't have any big name party on board (just a Euro company called Norgine that I don't know anything about).

Perhaps TZYM's second drug, an oral ghrelin agonist, is the more interesting one to watch. Here's a link to the prior Phase 2 results in patients with diabetic gastroparesis: http://ir.tranzyme.com/releasedetail.cfm?ReleaseID=556384 . Results look highly stat sig in this randomized and controlled trial. They claim this is an unmet medical need and they have fast-track status ( http://ir.tranzyme.com/releasedetail.cfm?ReleaseID=556387 ).