Replies to post #34747 on Biotech Values

[DewDiligence]

> ANDS – I take this to mean: "We've gotten rid of the crap that was contaminating ANA975." Now they have to pray that the crap wasn't the active part.<

I take it to mean that ANDS is a broken company. The lead drug has safety problems, the CEO is bailing, and the stock is trading for cash value.

Maybe NVS will offer to take them out of their misery.

[Biowatch]

Sometimes it happens...

The trick is recognizing what's going on.

[DewDiligence]

ANDS CC: ANA975 trials in HCV will not restart until 2007 after completion of a new 3-month tox study.

[dewophile]

that might be my sentiment if the side effect noted was idiosyncratic with respect to the mechanism of action of the drug. but in this case the toxicology was an exaggerated state of the intended mechanism of action, namely immune stimulation. so lets hope they keep whatever caused the "extreme immune stimulation" intact but are able to control the dose/delivery/bioavailability with the new formulation to titrate the pharmacodynamic response accordingly
I'm not invested in ands, but am intrigued by ana-975 and will be following it closely. hopefully it makes it back to the clinic soon