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Biotech / Medical : Neurobiological Tech (NTII)
NTII 0.00010000.0%Mar 7 3:00 PM EST

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To: Dr. John M. de Castro who wrote (649)8/16/1999 10:37:00 AM
From: BRAVEHEART  Read Replies (1) of 1494
 
TREATMENT vrs CURE

Hi John,

Am I alone in thinking that NTI's approach is more like asprin in treating DPN's painful symptoms. This to me offers a higher chance of success as opposed to Pfizers more aggressive attempt to find a cure for the condition through nerve regeneration.

"Pfizer said part of the problem with Alond was in finding a way to detect whether nerves damaged by diabetes were growing back.
Pfizer was taking biopsies of patients' nerves to measure any
difference."

"Diabetes advocates said Pfizer's announcement, which was made late Thursday, was a setback.''Its always disappointing when you hope something is going to be a cure'' Marian Parrot, a spokeswoman for the American Diabetes Association, said Friday."

Some further speculations JOHN.

Notice the article's reference to the number of Big Pharmas who still have announced late stage research in this area. One company, Warner-Lambert.

"results of those studies are not expected for at least a year."

Now let's see John. If you were a CEO of Big Pharma. You knew a competitor like Pfizer were expected to announce results on a product relatively soon which would essentially lock up a specific market ie DPNs. At the same time you had the opportunity to collaborate with a biotech for a product to treat the disease state.

Would you: {A} Drag your feet for a few months if possible. Or {B}Throw all caution to the wind and go under contract to invest millions in a product.

While NTII's product has it's own intrinsic risks the market risk ( from a competitor approach ) has just been reduced significantly IMO. Especially in light of the fact that Warner-Lamberts results are close to a year away. With reduced competitor risk comes enhanced potential. Personally if I were a CEO looking to partner Memantine I would be enticed by todays news.

PS: I made it in through a back door. SI has been slow in responding to my problems with the three-D site. The new page prevents me from accessing my log-in ability.

BEST WISHES
Jeffrey
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