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Biotech / Medical : Kosan BioSciences -- KOSN

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To: scaram(o)uche who wrote (882)	2/28/2008 6:35:27 PM
From: tuck	Read Replies (2) of 933

My questions re alvespimycin: Why is the IP protection stronger on the first generation Hsp90 inhibitor than the second? Hasn't 2nd generation shown more signs of efficacy/bigger therapeutic window in breast cancer? Isn't better solubility/bioavailability more important for solid tumors? How far behind in development is it versus first generation compound in breast cancer? I didn't think it was more than a year. Versus competing products that would be similar (definitely ahead of Synta's and Exelixis', slightly ahead of Infinity's, don't know about Conforma/Biogen compound . . . at least that's the impression I have)? Just got back from dentist; will listen to archived webcast. Maybe I won't sell until a pop from partnership or ASCO (time, generally, to start thinking about that, eh?or something. Motility shoe . . . You have doubts about the program? I don't get the impression much success from it is in the stock, so I wouldn't expect failure to have a major affect on share price . . . you feel differently? Cheers, Tuck

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