Tuck has been posting abstracts on the Kosan
thread if you're interested in HSP inhibitors,
I haven't attempted to learn about HSP70/90
interactions and all that. I suppose if IPI-504
isn't a slam dunk, they already know it and they
either have to find a niche, pair it with other
drugs, or start a HSP70 program? Not for me to
try and understand--I'll only put myself out of
phase--some stocks defy you lowering your cost.
Anyway, the second program...
MEDI and Infinity are supposed to choose
the best hedgehog inhibitor in the spring.
But the $35M comes in January anyway, I do
not think they delay there was problematic,
they simply have better candidates now.
I hope we see Novartis milestones:
Infinity has developed inhibitors of Bcl, "dual inhibitors"
of Bcl-2 and Bcl-xL, and inhibitors of XIAP--"a key regulator
of apoptosis"--I'll bet that last one is the thing they've
listed as other on the graphic here:
ipi.com
Presumably when a candidate is chosen, that triggers some
sort of a substantial payment? Something to hope for.
I'm sure that I haven't brought up anything you didn't
know simply by reading their press releases and such,
but thanks for asking--I nearly went all combative for
a minute there, 'this I'll defend' and all that, ha! |
