Marty,
Big difference between having receptors targeted and having drugs in the development pipeline. Lotsa companies working with GPCRs. Fewer with orphan receptors, perhaps. My guess is TLRK has a major lead there, but they aren't as focused on CNS disorders.
I think that statement wants clarification. Glassky's definition of a "development pipeline" is not the same as most biotechies', I suspect.
I used to think they were way ahead of GLFD, too, and I whined to that effect on the GLFD board for a while. It turns out that Amgen, GLFD's partner in this area, was simply being secretive, like the big pharma they've become. They said nothing for years. Then this summer they announce they are recruiting for PII studies now, and they are likely to be bigger, and thus more convincing, than those that NEOT was able to afford. So GLFD is not as far behind as all that.
See PM just sent, too, for my thoughts on holding out for the best Neotrofin deal.
Cheers, Tuck |
