Biotech Values

[drbio45]

elevated liver enzymes

Analysts went ga ga because ambrisentan did have elevated liver enzymes in their trial but Thelin only had 3 percent and that was 18 week data. I believe it may just be that 12 weeks was too soon to cause the elevations.

The lack of interaction with heparin is an advantage but most doctors don't seem to find that a problem.

I don't think it makes up for the 1.5 year lead that thelin will have getting to the market first. It is a much better drug than TRacleer is but Ambrisentan is not that much if any better than thelin

Encysive should not have dropped as much as it did in my opinion. It is 6500 times more selective to endothlin a than b. Ambrisentan is only 20 times more selective to a than b and I think that is a big deal