steve & Thread,
NI wrote a while back: "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."
There is indeed one inaccuracy in that post, which I have admitted: there are more competitors with addiction programs than I thought.
I responded to N.I. with regard to the competitors with neurotrophic compounds that appeared to be ahead of GLFD, in terms of bringing a product to market. They include an Austrian company and two big pharmas. N.I.'s response? SILENCE. It is too bad, because N.I. is clearly more qualified than most of us to make some judgement as to the competitive landscape in neurotrophins that I've presented, but apparently he isn't interested in sharing such thoughts -- if he has formed any -- with us ignorant peons. Maybe he did his DD and sold the info to his subscribers. Maybe his head is in the sand. Who knows until he says something or we find it in one of his newsletters? I am disappointed in his unresponsiveness, whatever the reason. With his contacts, he might be able to find out if Cerebrolysin (the Austrian company's product, apparently available at least in some places), for example, is making any headway in the marketplace. Do any of you guys have opinions on this stuff?
Here's a couple of links that contain links I used to find this stuff. I'm curious to hear an opinion on it, even if it doesn't come from a biotech newsletter editor.
Message 10261307
Message 10261991
Cheers, Tuck
PS to Marty van Acker: congratulations on a good call, dude! You still in this thing? |
