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Replies to #87665 on Biotech Values
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biomaven0

12/17/09 12:07 AM

#87673 RE: biomund #87665

Re: PMX-30063

This is definitely a riskier (and more ambitious) program than the heparin reversal. Here they really did have a weird DLT (some type of subjective numbness or tingling that reversed usually in hours, but in one case in 3 weeks). Seems unlikely to be a neuropathy based on the duration - maybe it is doing something to a neuronal sodium channel. Be good if they can reproduce it in an animal model and figure out exactly what is going on. Could also be that the doses they need to use in practice are nicely below the range at which this becomes an issue. They seem to claim that, but I'm not convinced they are there yet.

Virtually all antibiotics have one serious safety issue or another, so these drugs don't have to be squeaky clean. I'd take these mild neuronal SE's over a liver issue any day.

I took a brief look at their ICAAC posters. Their current drug isn't as potent as vancomycin, but maybe it doesn't have to be if they can find the right indication and the SE's prove manageable.

Bottom line is that this is a very nice idea and story, but it's currently still more in the "neat science project" category for me. Basically have to wait and see how it matures. I could easily imagine that something like TB is where they eventually end up rather than with MRSA etc.

If this was their only program I'd put the company in my "watchful waiting category." But it is indicative of them having some very capable scientists - a friend of mine who is one of the leading authorities on antibiotic resistance who I asked about this liked their general approach but said safety would be the key.