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Replies to #36602 on Biotech Values
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DewDiligence

10/30/06 11:52 PM

#36605 RE: upndown1313 #36602

> EMIS – Given their proposed mechanism for their carriers, it is not surprising they would see high variability given the dynamic nature of the carrier/protein interaction and the changing conditions of the GI environment, especially patient to patient, food effects, pH effects, etc. I remain skeptical.<

You pass!

EMIS acknowledged on today’s CC that the skepticism towards their oral insulin by Big Pharma has been based on the assumption that it would not be consistent enough across patients and time of day to allow unmonitored, non-titrated dosing. After today’s results, I suspect that most of the skeptics are still skeptical.