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Biotech / Medical : Biotech Valuation
CRSP 60.07-3.1%12:12 PM EST
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To: enervestor who wrote (2792)2/3/2001 1:09:40 PM
From: Biomaven  Read Replies (2) of 52153
 
enervestor,

I still own a little CBST (I sold part at higher levels) and think Ms. Wong is wrong (sorry about the pun).

From what I can tell, with the new dosing schedule the muscle tox does not seem to be a significant issue, at least based on what they have published to date.

one wonders why they’re still pursuing
daptomycin when Eli Lilly dropped it
years ago

From what I heard a year or so ago, Lilly was grumbling about making a mistake in giving up dapto.

CBST seems to be making a fuss in their presentations about dapto being bacteriocidal rather than bacteriostatic. I suppose this might offer the possibility of a quicker response, which could be significant in a life-threatening infection. I don't know enough to judge this issue, however.

The shorts pounced on CBST after a warning letter from the FDA a while back. However, the letter was from the FDA advertising police bureaucrats and IMO doesn't mean anything. (Going after a pre-approved product is unusual - usually these guys jump on you only after approval).

Here's a link to the FDA letter, and more informatively, some of the dapto poster presentations:

fda.gov
fda.gov
fda.gov

Unfortunately some of the poster presentations aren't reproduced too well and are hard to read. In particular the presentation about once-daily dosing to reduce toxicity was hard to make out.

Peter
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