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Biotech / Medical : Neurex Corporation
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To: NeuroInvestment who wrote (398)1/16/1998 8:04:00 AM
From: Dr. John M. de Castro  Read Replies (2) of 449
 
I agree with your comments and reiterate that I was impressed with the data presented by NXCO. I find these results very encouraging for NXCO and for the use of NMDA antagonists in general for neuropathic pain. My intent was simply to add a voice of caution to the discussion. I realize that you are "Neuro". But, take a look at what happened to DEPO. It is an eye opener and a case study in what can happen. DEPO was the number one rated biotech by the analysts. The data appeared to be much better than needed for approval. The FDA even allowed them to initiate a Phase IV study months before the ODAC meeting. This appeared to me and to many others to be a complete "no brainer" if there ever was one. Yet, they were turned down and the stock lost 75% of its value overnight.

NXCO's results combined by those reported by CNSI

biz.yahoo.com

are an excellent signal that NMDA antagonists work for the treatment of pain. One of the more striking and important findings was that there was very little placebo effect. Placebo effects are a big problem when dealing with subjective variables such as pain. The complete lack of placebo effects here, suggests that it should be relatively easy to demonstrate efficacy with the NMDA antagonists.

I am particularly fond of NTIIC's memantine for the reasons that you outlined. It is administered orally. That makes it less expensive, more convenient, and more generally useful than injectable drugs. It is safe, having a proven track record of use in humans. And NTIIC stock value is so low that there is no expectation of success built into the stock price. A successful Phase II memantine trial could result in a ten bagger.

John de C
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