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Biotech / Medical : AutoImmune-AIMM

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To: Biomaven who wrote (50)	3/19/1997 9:28:00 PM
From: joe manzinger	of 298

Peter, thanks for the link to the NIH article. With all due respect to the authors, the study was done by a couple of guys that spend too much time with mice instead of humans and too much time in university/lab mode instead of clinical/commercialization mode. The Autoimmune Phase III trial for Myloral has had two interim safety looks and the drug appears to be well tolerated and the overall "attack rate was 50% below the rate required for admission to the study" (Source: Montgomery Securities report, 1/20/97). The release of this "mouse" article seems to coincide with the decline in AIMM share price from $16 to current levels. There has been a long dispute in academic circles about the efficacy of oral tolerance drugs and this article may be reminding money managers about the risks of betting on AIMM's success. The risk is further highlighted by the small size of AIMM's phase II trial for Myloral (only 30 patients). I remain painfully bullish, however, on AIMM. Previous human trial results point toward meaningful efficacy and the ability to deliver the drug orally (instead of subcutaneously) with lower side effects than current alternatives is highly attractive.

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