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Replies to #4495 on Biotech Values
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randychub

11/02/04 11:22 AM

#4496 RE: DewDiligence #4495

What I would like to see before buying back aggressively is some solid efficacy data from the phase-2 trials –data that corroborate the ability of Squalamine to actually improve vision the way it did in the Mexican trial.

I understand and agree with the safety concerns but this is a topic that has been talked about alot here and you have always strongly supported the execution and results of these mexican trials. I suppose your voting for Kerry the way your flip floping on this one. lol

Randy
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swampboots

11/02/04 12:02 PM

#4500 RE: DewDiligence #4495

DEW: That is an excellent post, and I have only held a mere little tip of my iceburg after considering your recent clues about the improvement of vision questions and other low dosing assumptions. Again I commend your insights and feel fortunate that I sold before this heav of news this AM was thrown in my lap.
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mskatiescarletohara

11/02/04 5:34 PM

#4507 RE: DewDiligence #4495

Bravo Dew.

I wonder how REGN is progressing with VEGF-Trap right now for ocular, and in the cancer indications they started out at .5 mg. I think the FDA is scrutinizing angiogenic drugs these days thanks to Avastin, and other data from EYET as you have pointed out. PPHM's IND for Tarvacin had been planned to dose 1mg, and the FDA will not allow it until they get further data from the company. It appears they can't enroll until they supply information relating to dosing .5mg. The kicker is, is they have primate data to support the 1mg dosing and there are no toxicities, they dosed the primates up to 100 mg before toxicities began to show.

The FDA needs a leader and perhaps some angiogenesis drug activists. It's tough being one of the 'first' guys to develop them.

katie...