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Biotech / Medical : Trimeris (TRMS)

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To: Ben Wa who wrote (97)9/13/2000 1:39:13 PM
From: Pluvia   of 108
 
IMO TRMS was run up based on significantly overstated results from their Phase II trial.

I see it coming off as the reality sets in that the numbers they have are wrong, and results from future trials very likely get worse as they will have to isolate the role of T-20.

Current Phase II T-20 numbers have the benefit of the Genotype selected anti-HIV drugs to make them look better than they likley could be with T-20 alone.

Keep in mind Durant showed similar results as the Trimeris phase II T-20 study just using genotype selected anti-HIV drugs...

The obvious concern is that much of the positive results shown in the Trimeris T-20 study came from the Genotype selected ant-HIV drugs, not the T-20.
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