News Focus
News Focus
icon url

ghmm

11/03/11 11:04 AM

#130166 RE: dav1234 #130091

The sales are off to a slow start but I don't think its a surprise its consistent with the weekly script numbers that exwannabe posted a link to
in http://investorshub.advfn.com/boards/read_msg.aspx?message_id=68389589.

Management seemed to think its possible they could get a formulation of XP23829 with QD dosing. To me that is a pretty important competitive advantage given the BG-12 BID data. I haven't seen details on BG-12 tolerability so while there could be some advantage there I think the daily dosing right now appears to be the bigger potential advantage. It was interesting that in addition to psoriasis they appear to getting some interest in other indications. I haven't researched what typical Phase 1 formulation studies look like to know the timeline for getting data on it. My guess is they won't partner till after that point.