Replies to post #116545 on Biotech Values

[mcbio]

The delay is for the safety portion. Efficacy results should be out long before then (I think that portion of the study is 12 weeks).

Ok thanks ghmm. Disappointing to hear as a PGNX long. I guess I can pull for negative results. LOL But I'm sure there is room for both as it is a very large market.

I wasn't familiar with PGNX's compound but did a quick lookup and saw its sub-q. 118 would have the added benefit of being oral.

The oral version of PGNX's drug is in Phase 3 right now.

Do you happen to have any links to its (RELISTOR's) efficacy?

I will have to dig this up from PGNX's Web site. I think it would be useful if we could compare PGNX's Phase 3 results for the subQ version of Relistor to the Phase 2 results that exist for NKTR's drug, notwithstanding the caveats that exist of course in trying to compare drugs across different trials.

If your hoping for a negative (sorry I am not ) NKTR hasn't tested the 12.5mg dose and 5 only showed a trend but 25mg was very efficacious.

I think NKTR is an interesting company, for the NKTR118 and 119 drugs alone. And of course they have a pipeline behind those drugs. I'm just hoping NKTR doesn't weigh as an overhang on my PGNX investment.

[mcbio]

NKTR-118 vs. Relistor (rapid onset)

If your hoping for a negative (sorry I am not ) NKTR hasn't tested the 12.5mg dose and 5 only showed a trend but 25mg was very efficacious.

Just to add to our discussion before in comparing NKTR-118 to Relistor. There's an interesting post on PGNX's YMB from yesterday where a poster (play_4_less) talks about subQ Relistor having an onset of action of between just 20 to 25 minutes with the hope of oral Relistor, which is in ongoing Phase 3 trials, having a similar rapid onset of action. The poster then notes that NKTR-118 in its 25mg dose (which is the highest dose that is going to be tested in Phase 3) had a median onset of action of 6.6 hours in its Phase 2 trial. Is that accurate? If so, I would think that subQ Relistor would likely have a big advantage over NKTR-118 and the ultimate hope is that oral Relistor shows this similar rapid onset of action in the ongoing Phase 3 trial. It makes sense to me that a patient would likely prefer to know that they will have a bowel movement shortly after taking a drug as opposed to taking and not knowing exactly when they'll have the movement (could make for an embarrassing moment).