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Biotech / Medical : Infinity Pharmaceuticals

INFI 0.0160

-4.8%

Sep 29 5:00 PM EST

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To: tuck who wrote (123)	11/17/2006 9:58:32 PM
From: dr.praveen	Read Replies (1) of 210

This is from one of my earlier posts: I like Kosan too. Low valuation of 150M$ which is half of Infinity and good pipeline. The only 2 drugs I am not fond of are their lead program Tanespimycin(Kos 953) and First gen Epothilones Kos 862 which disappointed in Colorectal,Lung and Prostate but did ok in Breast Ca. But Kosan and Roche are going to select either KOS-862 or next gen KOS-1584 for further development in breast cancer based upon results which is good. So the only drug I am not that fond of is their lead drug which is KOS953. Lots of pipeline info coming in the near future: Phase II data on tanespimycin + Velcade in multiple myeloma at ASH Dec 2006 Phase I/II data on alvespimycin in hematologic malignancies at ASH Dec 2006 Phase II data on tanespimycin + Herceptin at SABCS Dec 2006 Kosan953 showed good efficacy with velcade in P1b study at ASCO 06. I also like Kosan doing p2/p3 trial of kos953+velcade versus Velcade rather than a KOS953 monotherapy. They are also testing the combo with herceptin which has some good results earlier. But I am not sure of the long term prospects of Velcade in MM. The things I don't like abt Kos953 are the drug has a lesser half life(But twice a day dosing might suite Velcade though) and is not water soluble and has less PK than KOS 1022 and probably less efficacy than Kos1022. There was also hepato toxicity in the previous trails. So Kos953 should show a favourable risk benefit ratio in further trials and no additional toxicity with Velcade. Regards, Praveen PS: I don't have a position in either Kosan or Infinity at this time.As you have said there are high chances of MLNM scooping Kosan.

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