SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Encysive Pharmaceuticals (ENCY)

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: IRWIN JAMES FRANKEL who wrote (1)12/19/2005 11:12:08 AM
From: tuck  Read Replies (1) of 205
 
Digesting the results of the ARIES 1 trial, which is Myogen's Ambrisentan . . . the PR sent MYOG soaring and ENCY crashing. On the face of it this might have been justified, but the patient populations are somewhat different. ENCY's STRIDE trials allowed CHD patients, while the ARIES trials did not. Other rumblings about the data can be found by following the thread of replies, backwards and forwards, from this:

Message 21983018

ENCY has a good one year lead on MYOG. OTOH Remodulin is already out there, and UTHR reported what seems to be decent data here, too. I haven't dug into that competition much, but I do know Remodulin is an injectable, which ought to be a disadvantage.

Cheers, Tuck
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext