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Biotech / Medical : Biotech Valuation
CRSP 55.72+8.0%3:22 PM EST
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To: Miljenko Zuanic who wrote (3606)4/27/2001 9:11:47 AM
From: Biomaven  Read Replies (1) of 52153
 
Miljenko,

Granted a successful two-week trial in healthy volunteers isn't proof of safety. But it's a hell of a lot further than a bunch of pharmas have gotten in this indication.

The area is made trickier because apparently there is a fair amount of inter-species variation, meaning animal safety tests aren't necessarily predictive.

I've been told that p38 is normally "off" in humans (except for some placenta-related stuff), and so if you can find an inhibitor with good specificity there doesn't seem any inherent reason why it wouldn't be safe.

There's a huge amount of potential leverage here, and the drug doesn't appear to be in the stock at all yet. Even a 5% chance of approval has a valuation impact on the stock right now.

Note also that SKB is looking for late-stage cardiac stuff, and so I view SCIO as a prime munch candidate over the next year or two. (And CVTX as well).

Peter
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