Replies to post #129461 on Biotech Values

[bladerunner1717]

Peter,

What are the timetables for XNPT's drug? What will be the regulatory strategy?


Bladerunner

[ghmm]

BG-12:

I am starting to look for some of the BG-12 data in Psoriasis (didn't find good paper yet) but in at least one study the dosing appears to be qD but they dosed as high as 720mg. Perhaps that alone explains AE's in that indication.

Not the best story and doesn't incorporate todays news but they do have a sales projection for BG-12

http://www.fiercebiotech.com/special-reports/top-15-blockbuster-contenders/bg-12-top-15-blockbuster-contenders

Peak projections: $2 billion-$3 billion

[mcbio]

For the first time as far as I know a broker has picked this up - Wedbush out today with a comment about XNPT mentioning potential dosage advantage, flushing advantage and better patent protection.

BG-12 data today is clearly good news for XNPT and helps explain the ~10% jump in XNPT shares. Positive BG-12 news validates the approach and opens the road for XNPT's potentially better version.

Can you expand on the "better patent protection" angle? Is it simply a matter of XP23829 simply having a much longer patent life than BIIB's BG-12 or is there something else to this comment? Also, do you think there is any potential for 829 to show better efficacy than BG-12 or are the theoretical potential advantages limited to dosing and flushing advantages, along with the better patent protection?