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Replies to #4464 on Biotech Values
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DewDiligence

11/01/04 1:35 AM

#4465 RE: rph_in_wi #4464

>> Do you feel that this statement from 9/28 PR [see below] has a different interpretation than you expressed at the time using hindsight and your insightful antennae? I certainly have been looking at it again. <<

Quite possibly, and I must add that your own antennae were quite well-tuned in #msg-4151843 where you said:

>>
[From GENR’s 9/28/04 PR (#msg-4143504): "Further study of a 10 mg dose of squalamine is certainly warranted scientifically based on our preliminary results from the MSI-1256F-207 study."]

What does that mean? Was it based on adverse events at the higher doses or did the PK info cause Genaera to feel that the drug's distribution/elimination characteristics enabled a lower dose. The statements' ambiguity causes me to lean towards negative assumptions.
<<

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After you posted the above, I argued for a more positive interpretation in #msg-4152004. Now I’ve come around to the more skeptical view in your original post. I hope I am wrong, and I intend to do more digging to get to the bottom of this.