Replies to post #33262 on Biotech Values

[walldiver]

I think VPHM's overall corporate situation might be playing a part in the stock price reaction as well. There has been a negative overreaction, IMO, to the generic threat to Vancocin, and people might be saying, "hey, maybe these guys are more than just Vancocin."

[DewDiligence]

VPHM IDIX – mskatie and I are on the same wavelength about the preliminary phase-1b data for HCV-796. From the iHub PPHM board:

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Posted by: mskatiescarletohara
8/30/2006 7:56:30 PM
Post #8368 In reply to: DewDiligence who wrote msg# 8312

VPHM's data is preliminary and scanty at best with respect to viral rebound and SAE documentation. Just an efficacy report concluded at the golden 14 day endpoint. This protocol is standard for HCV investigational compounds dosed with IFN. I noted nothing compelling and I think it's a bit early for analysts to make assumptions VPHM's compound is superior to IDIX's NM-283 when the data from this study has yet to be analyzed to it's fullest extent. If I recall correctly, IDIX's compound can be dosed lower…without risk of GI effects.

With respect to PPHM, I would like to see their mab (BAVI) dosed with ribavirin; VX-950; and NM-283, simply because limited in-vitro preclinical studies (to my knowledge) demonstrate this mab can potentially enhance these types of nuke's therapeutic effectors without increasing toxicities. Papaalien was right in his assessment months ago regarding PPHM should be setting themselves up to be an IFN replacement…
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