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Biotech / Medical : Insite Vision Inc.

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To: Robert Mayo who wrote (550)12/3/1997 1:07:00 PM
From: Cheryl Galt  Read Replies (2) of 1060
 
RE average volume:

Here's a convenient site:
Historical Data - tradepbs.com

Just enter INSV, and select the number of days for which you want data (up to about a year).

You won't get an average, but you can look over the values, which are pretty bumpy.
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Bob, I pulled from my notes a contribution of yours from last January.

#159 Jan 18 - Bob Mayo - Open Letter to Kumar
Message 677565

#163 - Kumar's answers - Message 690823
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From #163: INSV has at least one other well-known ophthalmic drug being tested with the DuraSite system. Kumar wouldn't identify the drug or the company with which he is working.

I wonder if that mystery drug was ISV-208 ?

ISV-208 sounds pretty mundane - improved delivery (once-daily dosing) of a standard (beta-blocker) glaucoma treatment.
Hopefully it will be easy to establish its safety. Then its a no-brainer that simpler dosing improves compliance, which in turn improves efficacy ---so successful passage through trials seems likely.

Might 208 make it to market ahead of 205, and provide some much-needed cash? (Sure wish the 3 that have cleared Ph-III would hit the market...)
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I also wonder how 208 compares with ISV-205. Which is likely to have greater efficacy? How do their indications compare?

How does 208 compare?
- to PilaSite ---which decreases inflow
- to BetaSite ---a pilocarpine which increases outflow
- to MethaSite --- sustained-release steroid (fluorometholone(FML)) for reducing inflammation, post-trauma or after surgery
- to ISV-205 ---sustained-release version of Ciba's non-steroidal anti-inflammatory "Voltaren" (diclofenac)
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Also from #163:

Most of INSVs early products will be improvements on already marketed drugs.
---- which to glaucoma patients and their families will be good news
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Insite has three drugs that it has brought successfully through Phase III testing. (glaucoma drugs PilaSite(R) and BetaSite(TM), and MethaSite (Ciba) )
--- It sure would be nice to see more progress from THAT point.
--- AquaSite dry eye treatment is the only product INSV has on the market.

Bob, thanks for all your follow-ups with Kumar.
It's hard to be patient with this early-stage company which seems to have great science, but little business sense.
My patience is bolstered by having a close family member (a dynamic, productive scientist) who could potentially benefit from Insight's work. Such things definitely alter one's perspective!

Regards,
Cheryl Galt

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