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Biotech / Medical : Immunex

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To: Michael Yang who started this subject10/18/2001 8:52:37 PM
From: teevee  Read Replies (1) of 656
 
It looks like T.ISA

isotechnika.com

may be another way to play IMNX's "Enbrel" and NVS's cyclosporine "Sandomume" (immune suppressant) drug, but for much less cost per share and with bigger upside:....

teevee (ID#: 14669) comparison? 10/18/01 15:57 4248095
Can anyone knowledgable comment on a comparison with products currently sold by Nasdaq listed Immunex Corp IMNX? Are ISA's products a threat to the IMNX products? Thanks.

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BigDDD (ID#: 280815) RE: comparison? 10/18/01 16:42 4248374


IMNX makes Enbrel, which is a drug that was fast-tracked in 1998 by the FDA for use in rheumatoid arthritis, and is now being studied for psoriatic arthritis. A certain subset of patients with psoriasis (I think around 10%) will also show associated arthritis symptoms and will be diagnosed with PA. The etiology of the disease is thought to be autoimmune in nature, like "regular" psoriasis, rheumatoid arthritis, and myriad other diseases.
Enbrel inhibits TNF or Tumour Necrosis Factor from binding to it's receptor and therefore inhibits the inflammatory process. ISAtx247 is a calcineurin inhibitor, also inhibiting inflammation, but via a different mechanism. Both may be effective in PA/psoriasis.

The question I think you're asking is if both turn out to work fine which one will be used more often? Well, if you're on Enbrel you inject yourself twice a week. Would you rather do that or take a pill (ISAtx247) every day?

My money's on ISA.

Cheers,

BigD
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