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Biotech / Medical : Biotech Valuation

CRSP 56.68

-2.4%

Dec 12 9:30 AM EST

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To: Arthur Radley who wrote (14108)	11/15/2004 7:52:18 PM
From: John McCarthy	Read Replies (1) of 52153

Hi Texas - just an fyi .... <<<<<<<<< Interesting release from FRX this morning on their filing for expanded indication for Namenda in the schizophrenia market. Unless I misread the PR, in two of the three trial they didn't meet the endpoint for this new phase of disease progression. <<<<<<<<< THE FRX new filing [Namenda] was for Mild to Moderate Alzheimer's disease ..... there are 3 trials for Mild to Moderate floating around ... in laymen's terms (I know squat about biotech) they went like this .... (A) the good trial (reported Jan 2004) Memantine (Namenda) versus placebo .... ir.frx.com (B) the bad trial (reported Jan 2002???) (can't find a news link - but the drift of it was ) Memantine versus Aricept Memaantine did NOT show statistical significance over Aricept in the Mild to Moderate category .... (C) Lundbeck trial (reported ??? 2004) Lundbeck did their own Mild to Moderate trial and it failed to show statistical significance I don't know where any of this is gonna land but I suspect the results of any trial using Namenda in part hinges on the mean MMSE score of the tested population ... i.e. % of population with MMSE near 30 will NOT be as (favorably) affected by Namenda as % of population with MMSE score near 15 ... (note:this is just my dumb guesswork no science to support it) regards, John McCarthy

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