DPII: Discovery Partners Int'l Message Board

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Biotech / Medical : DPII: Discovery Partners Int'l

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To: dr.praveen who wrote (104)	9/8/2006 12:42:18 PM
From: rkrw	Read Replies (2) of 111

Praveen or anyone, can some explain how exactly infi's formulation is so much better than some of the kosn's hsp90's in the clinic? I'd be really tempted to short infi, long kosn at these prices. infi $16, kosn $3. kosn is farther along, has multiple hsp90's in the clinic, including oral, infi has one and they say it's better, no cremaphore, but in reality maybe the differences aren't so big? I'm a bit skeptical of infi and the big talk, spun out of the mlnm mold on hype. kosn we all know has been a chronic underperformer, but kosn is ahead, is their hsp90 worthless and doomed to fail and infi's gold?

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