Encysive's Thelin (Sitaxsentan) appears to be nearing commercialization for pulmonary arterial hypertension. It may be the best drug for it when it hits the market.
ENCY already has GSK marketing Argatroban for heparin-induced thrombocytopenia, though I do not now how much that is contributing as I write this.
Further, it has a majority owned subsidiary, Revotar Biopharmaceuticals AG, which is in Phase II development with the selectin antagonist bimosiamose in asthma, psoriasis and atopic dermatitis. I know nothing about this compound at the moment, either.
In summary, ENCY has a quality lead compound, and a pipe with some depth and near term visibility, as well as a marketed product. As such, it strikes me a company worthy of further investigation. I invite folks to post here on ENCY and its programs, as well as competitors. |