I have completely followed the discussion. I was noticing that the talk is on inhibiting p38 but I never see a mention of whether the inhibition is against all isoforms or not (maybe it is presumed all?). For what its worth Pirfenidone is thought to inhibit I believe just p38 gamma. While its not a completely safe drug its side effects are manageable (GI and phototoxicity) and I don't recall coming across and QTc issues.
It will be interesting to see how Squarer compares with Conway when it comes to partnering. Conway was pretty impressive IMO. When he said a partnership was coming he delivered. I remember before the Amgen partnership he said something along the lines of signing something within a matter of weeks and lo and behold he did. Hopefully Squarer is equally reliable. I think the 2008 or 2009 10K was equally descriptive about 797 but for some reason they shelved the drug. With all the question marks surrounding P38 inhibitors it may be a tall order to get a lucrative deal done so hopefully Squarer isn't setting up everyone for disappointment down the road. I think the focus should probably be on 614 and the MEK's and perhaps the GKA.
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