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bladerunner1717

04/12/13 12:34 PM

#38878 RE: neuroinv #38877

Thanks, Neuro.

Did you have a chance to talk to Laughren, in general, about Ampakines? I figure it would have been inappropriate to talk about Cortex, in particular. My personal feeling is that he never really looked in "the six-foot long box," but that's water under the bridge now.

Remember when people,(including me) were talking about how the FDA would never again approve a drug for a chronic, non-life-threatening illness? Then, the FDA approves not just one, but two, drugs for obesity with questions about both safety and efficacy, IMO. But I guess the epidemic of obesity and diabetes may have forced their hand. But, then again, this wasn't the CNS division.

The results were so blow-out for Pimavanserin that I always thought it would be approved. But I didn't expect an approval based on a single trial.

I stayed with ACAD, because I thought the trial changes had a good chance of making a huge difference, and I thought, if successful, ACAD could move right into ADP and then schizophrenia. The reason I got interested in ACAD was because of what I viewed as outstanding results in the Phase II schizophrenia trial. I think I remember you mentioning at the time that it would make a huge difference to nurses on the psych wards to have a drug with a much quicker onset of action than Zyprexa or Risperidone alone. I would think that a BP would be interested in such a drug, even though the price for a partnership or buyout just got considerably higher. What else would a BP expect after what just happened? Have there been any recent approvals for drugs treating schizophrenia? Now ACAD can easily raise $100 million without terrible dilution and move forward in schizophrenia by itself. The opportunity, before the pivotal schizo trials begin, would seem irresistible to a BP looking to beef up its pipeline. ACAD has a decent pipeline to go along with Pimavanserin, as well. We'll see.

BTW, do you see the possibility that Pimavanserin could/would be used off-label for schizophrenia, especially in a hospital setting?

Thanks again for your insights.


Bladerunner