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Biotech / Medical : Adolor(ADLR)Maybe the Answer to the Pain of Owning Biotechs!

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To: kenhott who wrote (6)11/8/2006 8:12:17 PM
From: rareearth42  Read Replies (1) of 21
 
ADLR is a good buy right now for a LTBH strategy because the FDA has probably over-reacted to surgical complications unrelated to the drug. The best evidence for this statement is that Entereg is very poorly absorbed from the GI tract, so it's pretty unlikely that its causing any cardiac problems.

Take a look at Slide 10, the 14C whole rat autoradiograph figure in the following link:

medscape.com

There's almost no systemic absorption evident, compared to the distribution seen with iv administration. Entereg is used at a pretty low dose because it's very potent, so very low absorption of a very low dose means one would have to believe in homeopathy for it to have an effect on the heart.

The reason I said "probably over-reacted" above is that it's conceivable there could be increased systemic absorption if a patient had bowel surgery, since there might be increased systemic absorption through the wound. I consider this unlikely since bowel staplers do a pretty good job of closing things up and the dose is still pretty low.

I quadrupled down yesterday....I think it's a good bet.

RE42
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