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Replies to #65968 on Biotech Values
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rkrw

09/09/08 7:47 AM

#65973 RE: DewDiligence #65968

They did seem to get screwed by the Indian data but whose fault is that? Apparently *no* hypoglycemia was reported for any patient, either arm in India. There actually is a lot of interest in the diabetes community for this, very rapid acting, lack of weight gain etc. But what I thought was more troublesome commercially was the injection site pain due, the much higher volume and the formulation stinks as it need to be refrigerated/reconcentrated, so no pens. The only way these guys can salvage it is to redo it with a better formulation. And how much will that cost? How to fund themselves? How to partner now?
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exwannabe

09/09/08 9:11 AM

#65975 RE: DewDiligence #65968

Re: BIOD, "Which of the two trials"?

The Type 2 trial had the 95% interval at -0.4 to -0.1 delta between arms, given that they later say -0.6 missed the inferiority margin I assume negative numbers are not good news.