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Biotech / Medical : Encysive Pharmaceuticals (ENCY)

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To: rkrw who wrote (6)12/19/2005 1:47:15 PM
From: tuck  Read Replies (1) of 205
 
>>Tuck, earlier stage patients will be on combos, no question about it. But I'm not quite certain the invasive remodoulin will be desirable for early stage patients.<<

OK, that seems like sound logic. So UTHR is running that trial to help set up the inhaled formulation for earlier stage patients, I gather. Middling to good results would leave development on track. Bad results might cause them to abandon that approach?

>>What you might see is inhaled remodoulin (I think it's a couple of years from nda filing) or ventavis used in combo with the tracleers and viagras earlier rather than later. And to make matters even more complicated, apparently gleevec is showing strong anecdotal efficacy.<<

Right, I was about to ask how you thought Thelin stacked up against Ventavis and Tracleer (I used to follow CoTherix, but now I'm very rusty there). Also wonder about the ability of ENCY to market this well in a crowded space. Seems as though a larger partner might help; is the market big enough to attract one? Inhaled remodulin via Aradigm's AerX system, FWIW (I'm sure you knew that; posting it for posterity). Thanks for your input!

Cheers, Tuck
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