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Biotech / Medical : Biotech Lock-Up Expiration Hell Portfolio
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To: tuck who wrote (234)7/3/2001 5:26:10 PM
From: Biomaven  Read Replies (2) of 1005
 
tuck,

There's certainly been nothing announced by PTIE about 501 that I've seen. Trying to read between the lines of what they have on their web site, I would guess that their trials have been complicated by an apparent difference between men and women in the way they react to the PTIE drugs. (Seems like there is more improvement in men). If this is true, they are essentially going to have to run parallel trials for men and women so that they can get the dosing and efficacy sorted out. (BTW, I only have a small position in PTIE, and so my level of DD and understanding of the company is pretty shallow.)

On AGIX, I haven't followed the company and I don't know much about restenosis drugs. I think I do understand what they say happened in their study, though. Basically, their trial design measured luminal diameter from the date of angioplasty through 6 months. Unfortunately (from a trial design point of view), they started the drug 2 weeks before the angioplasty and it turned out that a substantial portion of the improvement happened in that 2 week period.

So again reading between the lines, I would guess that they have significance if they had measured from the beginning, but not if they measure from the angioplasty date (which is what the trial design called for). So the issue becomes whether this is a "data dredging" effect or whether it is it real. If it's a significant real effect, this could be great news for the company - maybe you'd try their drug instead of angioplasty for mild cases.

Peter
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