T/FIF, a New Plateau Message Board

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Biotech / Medical : T/FIF, a New Plateau

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To: Czechsinthemail who wrote (1664)	1/27/2003 8:48:17 PM
From: tuck	Read Replies (1) of 2243

More of a Mars shot -- because the data from the PIII pulmonary insulin trial won't be in for over a year -- is ARDM. However, if they get the efficacy of the previous studies without running into the pulmonary issues that got INHL, it could be a multiple home run. There is some hope for that, because the delivery method (wet versus dry formulation) is different. But if it's just a matter of the lungs not dealing well with molecules of insulin's size, then ARDM will fail at that, too. I haven't looked closely at their burn rate of late. Most of their programs are partnered, so I'd guess they'll be able to survive until the critical day. The last couple of papers I've looked at appear to indicate that they are still focused on larger molecules. Cheers, Tuck

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