Gonch,
I don't know anything about the other drugs in the stable -- just Myloral. And what I heard about that one is that in the large patient study the data was found to be not statistically significant. I'm going to try and track down the scientist who made the comments, because I have a nagging feeling that maybe he is suggesting that a total cure is not stat. sig., not just a reduction in attacks. Myloral is the big one, though. All of Autoimmune's products and all of their creditability is riding on this drug. If it fails, I have no doubt the stock will be worth less than a sixth of what it is worth now.
The words "not significantly significant" should strike fear into your hearts. Unless, of course, you are short AIMM. I felt bad when I first shorted the stock. The company is first-class, the science is top notch (and very cool, I must say), and the diseases they are trying to cure are horrible -- but a scientist I trust told me that these clinical trials are not working out, to the point where this scientist is abandoning oral tolerance techniques in his quest for an MS cure. Business is business.
Best of luck,
Mark organ |
