NI,
As promised "the" big pharma. Well, actually two or more: Ely Lilly and Marion Hoechst Roussel. Xanomiline (now in PIIs via skin patch; oral delivery produced digestive side-effects) and Propentofylline (PIII), respectively. The former is a M1 agonist. The approach is popular, as several teams seem to be working this pathway. My understanding is that M1 agonists generally demonstrate neurotrophic activity. I'm not sure that's their main mechanism, nor am I sure these two are small molecules, though the market they address and their efficacy is more important from an investment standpoint. Recommend this link if you haven't seen it:
wwwdev8.tvisions.com:8000/members/research/drugs/index.html
I have said this before, but I now realize it was in a PM to Marty van Acker. So these posts rehash my not very deep DD on neurotrophic programs.
Again, I'd be curious to know what you think of the quality of all these programs, and how well the purer plays, such GLFD and NEOT, stack up.
I'll certainly give Mr. Smith et. al. their due regarding the financial management of this company. The operational management I am less impressed with. When they came public, they seemed to have big leads in neurotrophic drugs and addiction treatment (though perhaps things were going on in these areas at the time that I wasn't aware of). Now both fields are crowded, and GLFD seems to be mid-pack at the moment.
Cheers, Tuck |
