Replies to post #130192 on Biotech Values

[ghmm]

XNPT:

Peter do you think the Phase 1 trial would be along the lines of the L-Dopa trial in terms of duration or would there be other factors making it a longer process to find the optimal dose/formulation? So perhaps if they start end of Q2 '12 they have results (and hopefully a formulation to go forward with) in just 1 quarter?

http://phx.corporate-ir.net/phoenix.zhtml?c=187883&p=irol-newsArticle&ID=1117889&highlight=

http://phx.corporate-ir.net/phoenix.zhtml?c=187883&p=irol-newsArticle&ID=1090991&highlight=

[mcbio]

I think the stock has a very good risk/reward over the next year. BG12 pro-drug will potentially be a substantial driver, and the rest of their pipeline is decent as well.

I remain a holder and added to my position in the 5's.

I agree with your thoughts and will continue to hold. If I get the chance, I will consider adding as well. XNPT is guiding for release of the top-line Phase 2b results of XP21279, the Parkinson's treatment, by the end of next month. That could potentially serve as another near-term catalyst.

[mcbio]

XNPT - Horizant gets Japan approval recommendation

http://biz.yahoo.com/e/111202/xnpt8-k.html

Form 8-K for XENOPORT INC


--------------------------------------------------------------------------------

2-Dec-2011

Other Events



Item 8.01 Other Events.
XenoPort, Inc. ("XenoPort" or the "Company") has received confirmation from its partner, Astellas Pharma Inc., that, following a meeting on December 2, 2011 in Japan, the drug evaluation committee of the Japanese Ministry of Health, Labor and Welfare ("MHLW") recommended approval of gabapentin enacarbil, which will be known by the trade name Regnite in Japan, for the treatment of Restless Legs Syndrome. This positive recommendation will be reviewed by the MHLW prior to its final decision on authorizing the marketing of Regnite in Japan for the treatment of Restless Legs Syndrome. The MHLW will issue a final notification to Astellas regarding its decision, which the Company expects to occur in the first quarter of 2012.

[turtlepower]

PFE reported a positive outcome for a Lyrica study in RLS but is not pursuing approval. Probably does not bode well for the RLS market.

http://finance.yahoo.com/news/Pfizer-Reports-Positive-bw-3963267381.html?x=0

[bladerunner1717]

re: XNPT

Peter,

Did you happen to get a look at XNPT's 4th Quarter and full-year results? What are your thoughts?

How do you expect XNPT's dispute with GSK to play out? How would you like to see it played out?

Are you still bullish on XNPT? Adding here?


Bladerunner