News Focus
News Focus
Replies to #43673 on Biotech Values
icon url

DewDiligence

03/27/07 11:46 AM

#43674 RE: iwfal #43673

Geez—why didn’t AGIX position this as primarily a diabetes drug?
icon url

OTC BB King

03/27/07 11:52 AM

#43676 RE: iwfal #43673

AGIX - you think 1067 could be fast tracked as a diabetes drug now? Pretty impressive results and a huge market opp IMO.
icon url

iwfal

03/27/07 1:57 PM

#43688 RE: iwfal #43673

I was wrong on hard events being stronger than 20% (with offsetting effects for revasc) but right on glycemic control.

Actually, it turns out I was right on offsetting effects for revasc. The p value of the primary endpoint was almost exactly 1.0 per Feurstein(sp?). I was just wrong on the magnitude of the hard endpoint efficacy. So they will definitely(!) have to run another big heart trial - my guess is they would want a >10,000 patient trial for 3 years but otherwise a similar protocol to ARISE. If I were they I would run it largely ex-US where there is less extraneous revasc for stable angina and I'd want to do some of the imaging that Nissen refered to to prove MOA inre rupture prone plaques.

BTW - I am disappointed in Feurstein. He is completely ignoring the diabetic data. His agenda seems to be to prove that he was right, vs an analysis of what is.