Thanks for the post. I also listened to the conference call.
While a promising step, there wasn't really any new inforamtion
given out from the Aug 22dn press release. At least in specific
scientific terms of c-mos kinase inhibition.
I am intrigued by their claim of an assay to differentiate patients
infected with HIV that will develop AIDS rapidly vs. those with
long-term chances for survival. To me, this is surprising and
perhaps the MOST significant finding for PRLN to date. Not just
important medically, but also in terms of commercial potential.
A few things I was not aware of...
(1) Results of Phase I PN355 will be by "end of year" (Nov,Dec 96?)
(2) Ongoing trials of PN355 will include adding other compounds
(a combinatorial approach). These will include not only other
compounds from the Chinese Traditional Medicine library, but also
compounds which PRLN has synthesized. Dr. Babish said there were
"7 to 12" candidates.
(3) In "9-15 months" PN355, or a cocktail including PN355 and other
drug/s can be available as a "dietary suppliment". (Of course,
in this case PRLN can not advertise that it can stop AIDS, as was
not mentioned in the call.)
(4) PN355 is calso called Androvir...
Over all, things sounded very interesting and Dr. Babish certainly
sounded excited. My only disappointment was that he did not mention
(or did I miss it?) any "sceintific article" coming out. I eagerly
look forward to reading this, as I was not satisfied by the
level of scientific explanation in the call. Of course, this talk
was not geared towards scientists, but analysts.
It will be interesting to see if this gets picked up by the media,
an if there is any reaction to the stock. I really didn't see
much happening yet...
Rick |
