Replies to post #6632 on Biotech Values

[DewDiligence]

>>Celebrex is on the market for pain relief with those issues. I would expect to keep from going blind that a higher threshold of systemic events would be permitted.<<

Absolutely. The rate of acceptable cardiovascular SAE’s in AMD will be much higher than the acceptable rate for arthritis pain. But not as high as the acceptable rate for cancer.

[mejs]

For those of you who follow OSIP, IMCL and EYET do you think their respective Market Cap is appropriate? If GENR is on track for Squalamine approval for AMD,what Market Cap would be likely 3,6,12 months from now..TIA civic08801 (aka )

[DewDiligence]

Re: Safety of long-term treatment:

[Addendum to #6634]

>>The systemic issues in those other drugs showed up fairly quickly. Why didn't we see those problems in the [Squalamine] cancer trials with very large dosage levels? <<

Actually (if you believe Merck), the cardiotoxicity of Vioxx does not become significant until a patient has been on continuous therapy for at least 18 months.

No clinical trials have tested Squalamine treatment for anywhere near that long. From a safety standpoint, long-term following of patients is not nearly as illuminating as long-term treatment.