Biotech Values

[mskatiescarletohara]

PANC....

+++Fuzeon yields a ~1.7-log reduction in viral load. In fact, you can get a ~0.6-0.7 log reduction in treatment experienced patients just by optimizing their treatment regimen.

That's quite true, but there is the convenience factor. Fuzeon could become past if other oral nukes can deliver viral load reductions by ingestation. TRMS has been dealt a blow by the FDA to some extent, the agency wants more data before allowing a 104 step synthesis process be injected by other modalities. HIV patients don't want to inject if there are other options available. PANC, TMC, and Merck may want to expedite oral solutions, HIV treatment refractory patients would much rather take a pill than inject themselves.

I agree on the skepticism, prove it in the clinic, but the fact is that HIV treatment refractory patients want to ingest and not inject, furthermore, I believe TRMS's grip on the fusion inhibitor franchise is at stake.

+++PANC's maturation inhibitor is not metabolized by CYP3A4, which means it could be relatively easily integrated into current treatment regimens.

Yes, and it's my understanding that PANC is negotiating to conduct studies with various cocktails.

I'm quite intrigued mostly that the scientist who worked with Duke to create Fuzeon has developed an oral version with Panacos...and I would like to know about that more so than the maturation inhibitor in Phase II now.

From an investment IP perspective, Panacos may be on to something with oral fusion inhibitors. It's early, but I'm still young so to speak to invest, because HIV is not going to be cured, and patients with resistance continues to rise.


katie....