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Biotech / Medical : Texas Biotech (TXB)

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To: JOEBT1 who wrote (812)	6/22/2001 12:04:45 PM
From: keokalani'nui	Read Replies (1) of 834

Nice to have some company. Know that I have 0 medical/scientific knowledge and that it can not be made up for by trying hard. Nevertheless, I am spending some time reading about Endothelin. And here are some cautions: 1. Everyone's got a program, so txb/icos are mice hoping to lead a parade of elephants. And I mean just about everyone has a composition of matter claim on an ET antagonist. 2. Specific vs non-sppecific inhibition seems to be generally accepted as preferrable, but it seems to come with its own set of issues. Is a systemic treatment desirable when ET production appears to occur locally? Fortunately it looks like they know ET-A is primarily expressed on cardio vasculature. 3. Sitaxsentan had some problems in PII. They are not taking it forward in some obvious indications and have some weird qualifications about which PH diagnosis it may succeed in--"may provide clinical benefit to patients diagnosed with some types of pulmonary arterial hypertension". Generation 2 is being pushed into the big market indications, but Phase I ongoing will be critical to evaluating the program. ICOS is the most miserly BT I have seen about sharing info with nobodies like me, so I'm not optimistic I'll even learn what's necessary when the study is over. 4. Abbott is showing the way with a non-specific ET inhibitor in advanced prostate cancer and its acquistion of Knoll also brought in some very nice, supporting IP in the indication and composition. TXB/ICOS seems to think ET-A may work here. I hope so, but that is not as logical as are the cardio indications. 5. The stock buyback is stupid grandstanding. I doubt there is near term hope for milestones from the JV. Can't bank on stroke. Aggatraban sales modest. I don't get it, but maybe they actually are from texas. BTW, I own a little, and have more work to do. That's me: buy first think second! Best advice I can offer: note the absence of anyone else over here. Wilder

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