Joe,
This latest release seems to better speak to this issue.....
"There seems to be confusion about some of the data," said Tom Dietz, an analyst at Pacific Growth Equities, noting that the follow-up segment of the trial showed that anidulafungin failed to sustain its effectiveness.
At the two-week follow up, 64.4 percent of patients in the anidulafungin arm were still infection-free, compared with 89.5 percent of patients in the fluconazole arm.
The company said end-of-therapy response, rather than follow up, is most significant because almost all patients eventually relapse and in a non-trial setting they would be given preventive therapy.
Dietz agreed, noting that Versicor chose to test its drug against esophageal candidiasis mainly because it is a non-fatal, treatable infection. "In practice, these patients would never be taken off of fluconazole. Ultimately they would all relapse," the analyst said.
Anidulafungin belongs to a new class of antifungal agents, called echinocandins, that are seen as less likely to cause drug resistance and have a potentially better safety profile than some treatments. The first product in the class is Merck & Co.'s (NYSE:MRK - News) Cancidas, which was approved in January 2001.
"The esophageal candidiasis indication is more important in the western world where patients have become resistant to existing drugs," said Dov Goldstein, Versicor's chief financial officer. "But the class will mostly be used to treat invasive bloodstream infections." |
