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Biotech / Medical : Guilford (GLFD) - Steadily Rising

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To: SteveG who wrote (78)8/27/1997 12:34:00 AM
From: Miljenko Zuanic   of 496
 
Steve:

>> But don't these compounds exhibit calcineurin inhibiting effects?<<

According to this press release and what is available in literature and in patents, it appears that they do not exhibit immunosuppressive effects:

vpharm.com

>> BTW, are you affiliated with Vertex?<<

Definitely NOT. I do not have position on GLFD or VRTX, but I do follow their neuroimmunophilins projects. Also, I follow many CNS-target bt companies and few make significant portion of my portfolio.

Personally, as one who do not like AMGN at all, this is a minus for GLFD regardless the financial part of their agreement. This does not mean that I do not like GLFD NIL development compounds. Contrary, at this point (if you care for my opinion) I am giving advantage to GLFD on neuro-expertise/cells biology, and advantage to VRTX on diversity of the drug candidate and medicinal chemistry/rational drug designee.

Regards,

mz
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