Replies to post #133487 on Biotech Values

[vinmantoo]

gmm,

I agree this discussion will end because you aren't making any sense.


<<If one tells their doc I got constipated when I take the pain meds you gave me what are they going to do? Why do you think there are long term safety studies?>>

If one tells a doc their are constipated from opiates, they are going to take a drug to alleviate it. That would be Relistor right now, well only for advanced medical illness. PGNX has already completed a one year safety study (phase III trial) using sub-cutaneuous Relistor, which will be for the chronic pain market. From your comments, it seems to me you think NKTR is the only one targeting this market. NKTR-118 will also need to complete a one year safety study to access this market. What you seem to think is that NKTR-118 will prevent OIC but the Relistor only treats is after it occurs, which is not an accurate portrayal. Unless the NKTR drug is going to be given to everyone on opiates, it will only be given to patients who are experiencing OIC, which makes it essentially the same as Relistor.



<<I have agreed its a big market and the drugs have comparable efficacy sorry but I don't believe its worthwhile to continue this discussion!>>


I haven't challenged whether the NKTR drug is better or worse than Relistor. I stated that Relistor will have perhaps a two year start over NKTR-118. Assuming they are equivalent drugs, NKTR-118 will almost certainly be the second choice in the market for some time after approval.