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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: keokalani'nui who wrote (9621)6/17/2003 11:11:17 PM
From: Miljenko Zuanic  Read Replies (1) of 9719
 
WE,

As you know almost all NRGN program (except Ca5) is early or preclinical. It is hard to get excited without hard data. To be honest, I am averaging down. Started too early. So, no preference at this point. Few thought on programs.

C5a: If pexel work in RA/CABG 2000-1 have some chance to go forward, regardless drug-drug interaction issue. We will know more only after PII data.

96-3 (insomnia): I thought that PFE wold dump this candidate right away after Indiplon license. They did not? Maybe compound is OK. PFE thinking may be: suppress competition, or back-up?

CRF-R1: From patent and literature they have multiple class compound covered. So far, history show that it is hard to generate drug-like candidate, and move it forward. Maybe they get lucky here. :)

MCH: As I mentioned, this antagonist may be one of the better approach for obesity. It is too early to judge where NRGN stand, but I am following closely. If I have something I will let you know.

VR-1: NRGN has separate pain program, and VR-1 is one of their most advance program, but still early. This may be valid target.

After long and desperate period for NRGN, they will need to do something quickly. Stock may be desperate for another year or longer, but I do not want to be on sideline if we have surprise (luck).

Miljenko
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