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Biotech / Medical : Infinity Pharmaceuticals

INFI 0.0160

-4.8%

Sep 29 5:00 PM EST

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To: Mike McFarland who wrote (108)	9/26/2006 3:00:25 PM
From: Mike McFarland	of 210

The slide show is updated 9/26. yahoo.brand.edgar-online.com I don't think it has changed much. There is a slide that shows Phase II for 504 to be determined in 2007 for solid and hema tumors, that might be new. I'm almost sure that this language has been refined: "Opportunity for first-in class or fast follower best-in-class" --caught my eye, maybe new language from the legal department? The IPI-504 advantages slide shows that their molecule is a Novel Chemical Entity whereas 17-AAG is off patent. That slide could be misleading? KOS-953 is a "proprietary formulation", KOS-1022 is DMAG. Tuck, can you comment? I don't know Kosan as well as I should. For 609, I have pasted this: Multiple drug candidates – Lead molecule, IPI-609: IND-ready – Additional attractive analogs under evaluation – Select preferred clinical candidate over next 6-12 months The slide titled Alliance and financing strategy: value retention shows the start of clinical trials for the Hedgehog Pathway inhibitors as 2007/2008. I suppose you can read this two ways, that 609 is in the clinic in 2007 and another molecule follows in '08, or that 609 could be delayed to '08. -------------------------- I'll only make this disclaimer once: The McFarland biotech portfolio is made up of 60% Infinity (it used to be 100% dpii/infi, so no smirking out there). I will tend to look at INFI in a positive light. Do your own DD, Infinity is obviously an early stage speculative biotech etc etc.

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