Hi Luis, I've been looking for the ?press release that described that Lidak would supply the active ingredient, or was it, the complete drug to their licensees. I seem to remember that at least that Lidak did line up a contract manufacturer that would be able to make the drug for them. This news must have be a couple of years ago, since I have not found it yet. Anyway, I am now uncertain if Lidak will supply to BMY. I did read that they would supply the active ingredient to CTS chemical for Israel. And so far, Lidak does have rights to central and south america, india, china, australia.
Did you notice that the latest phase 3 results showed healing a full day earlier than the previous phase 3 study. My guess is that they concentrated on treating outbreaks early, before the blister stage (the prior phase 3 study showed it didn't work after the blister formed,,,damage already done I guess). 4.1 versus 5 days.
We may be safe in believing that lidakol is at least 2 days better than placebo. The 2 days is based on the Europe study comparing it to acyclivir cream, plus the limited info released so far in this latest phase 3 study. Of course, the Europe study was also vague stating lidakol was statistically comparable to acyclivir cream (which is much better than the OINTMENT formulation available in the US) I don't dnow if they exclude the possibility of lidakol being better. Last I heard, lidak still does not know the actual detailed numbers since this report belongs to Yamanuchi, and chose not to share all of the info.
Assuming 2 days, then lidakol is better by a full day than the next best thing out there in the US (as far as I know). Untill more info is released, we can not exclude the fairly good chance than lidakol is 3,4, or possibly close to 5 days better than placebo.
With just 2 days, this is likely a very big drug if BMY gives it decent marketting. It's hard to know how to value the potential here, but in a conference call(?), it was implied that royalty rates would be pleasing. I think someone baited it out of them. Of course, they, and I , may have misunderstood.
Also noticed they have licensed a test for free fatty acids to aurora biosciense. That seems to be a good company
Also the LMI seems to work, at least for melanoma. Definite tumor response. Also appears to work with other tumors (if the rodent studies continue to hold up in humans). This vaccine can be used in all other tumor vaccines that I am aware of. LMI could be thought of as a platform on which vaccines are presented to the immune system for maximun effect.
Also, using CD23 for screening for substances that affect IgE production is interesting. I wonder if an antisense inhibiting CD23 production would be a more directed approach towards droppng IgE, It would probably work, although antisense is new and may have unknown longterm effects, but in serious allergic or asthmatic conditions, it would be justified.
There were some other interesting things going on that I came across that may be viable, but they are early.
I have a feeling that we may hear something soon |
