Fellow PRLNers,
A few more notes...
I am troubled to see such dissention in the ranks. I actually think
that PRLN held up very well today (high was 2 13/16 I believe). I
think seeing 3 tomorrow or sometime next week is a distinct possibility.
In reference to your question, Robin, for such a small company, I
think Paracelsian manages thinks fairly well. I have seen other
small companies fare much worse when it comes to press releases.
Sometimes, the market recieves positive news right away, and sometimes
(most of the time, I would say) it takes about a day for the news to
sink in and the stock to rise. I would never try to predict any move
in a stock price - this is not a scientific thing, IMO. I am
consistently humbled when I try to predict or time anything, so I
usually just go for the long term.
I have seen many comments, both positive and negative on the "38%
decrease in viral load". My advice is, don't worry about this number,
it really doesn't mean anything; just that it is signficant compared
to no treatment. The reasons that it is not signficant is (1) they
have yet to determine the dose regimen (mg/kg/day and for how long)
and (2) this is a very small population. Remember, Phase II will
test the optimal dosings. Remember, the patients recieved 5 mg/kg,
and then 10 mg/kg for 3 weeks. We don't know, but lets say the
therapeutic dose is 10 mg/kg or higher. IN this case, the patients
only were treated for only 3 weeks. A 38% decrease in HIV load for
3 three weeks of treatment is very significant. The only negative
I see is that the FDA didn't allow them to test the 20 mg/kg dose,
althought i woukd imagine since the efefcts were reversbile, they
will be allowed to do so in a future study.
Finally, folks let's keep focused on the point that Richard raised,
namely AndroVir works by a novel mechanism (or so they say, I'm still
waiting for some scientific paper), i.e., c-mos kinase inhibition.
The significant is that AndoVir inhibits a human component involved in
AIDS replication and not the reverse transcriptase and protease
enyzmes which belong to the virus. Thus, AndroCar is not susceptible
to the mutations of the AIDS virus, which may be a problem in
long-term therapy of the "cocktail" drugs. We are still a long
ways away from as "cure" but we are sure making breathtaking progress
against a very nasty disease.
Rick |
