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Biotech / Medical : Guilford (GLFD) - Steadily Rising
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To: tuck who wrote (322)6/24/1999 2:23:00 PM
From: NeuroInvestment  Read Replies (3) of 496
 
Your complaint about the pace of the neuroimmunophilin program is well taken--it is entirely under AMGN's control, as is the lack of information available--but there are a number of inaccuracies in your post.
1) Other small molecule neurotrophin programs are being run by Cephalon (about to enter Ph1), Vertex (in Ph1), Myelos (preclinical), and NeoTherapeutics--who finished one small Ph2 but won't finish their larger (400pt) one until the end of 99. I probably have omitted one, but I have heard nothing of a US Big Pharma or 'Austrian' competitor--the Regeneron/Glaxo collaboration has not made much progress.
2) There is plenty of cocaine addiction competition as well--Allelix (Canada), NeuroSearch (Denmark), Drug Abuse Sciences (US), and Cantab,the UK company that bought out Immulogic's cocaine program.
Just wanted to clarify. NeuroInvestment (www.neuroinvestment.com)
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