NTII - Miscellaneous Message Board

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Biotech / Medical : NTII - Miscellaneous

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Nov 7 9:30 AM EST

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To: Maven1 who wrote (1183)	7/14/2005 9:55:40 PM
From: John McCarthy	of 1296

Hi Maven - <<<<<< any thoughts on the recent FRX developments? <<<<<< I wouldn't call them thoughtful thoughts ... but as ideas to kick around .... (1) as you probably know, their hanging tough with the development of Neramexane biz.yahoo.com from a distance I think the motive is (a) Memantine patents will be up in 2010 and 2014 (b) Neramexane might be a better mousetrap (somewhere in the past Stuart Lipton talked it up) and it would be a LONG time before the patents expired .... (2) Recently Lundbeck jumped on board with the Paion bat saliva product for stroke. This means FRX and Lundbeck are together on a worldwide marketubg presentation of Desmoteplase for stroke should it succeed in trials. biz.yahoo.com The point being NTII (even with a partner) cannot match that kind of marketing muscle. Moreover, their drug thingie is a 9 hr window for beneficial use the versus the NTII drug (anacrod) of a 6 hr window. (in a word - gulp - but - both drugs have got to get past the trial phase) (3) Namenda should be up THIS MONTH (FDA) for mild to moderate. And we shall see. (4) I am MOST interested in the following: (a) In Sept FRX will go/no go on P3 trials using Memantine for Diabetic Neuropathy. (b) Sometime this year some doctors in NYC should be out with a blurb with how Memantine did for Lupus patients with dementia. (P2 trial) I know squat about squat - but that market could exceed Frx's current AD market simply because the patients are less fragmented amoung varying types of doctors. So - if that trial is a success - I don't think doctors with Lupus patients are going to wait for a P3 trial. regards, John

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