Message from John Metcalf on Oct 20 1996 9:53PM EST
All three products are in clinical trials. News could come from any direction.
Memantine: Beginning a Phase II trial against AIDS dementia sponsored by the
AIDS Clinical Trials Group of the National Institutes of Health. Phase I results
against neuropathic pain due in February. Has begun a Phase I study for
neuroprotection in stroke, traumatic brain injury, neuropathic pain, and
neurodegenerative conditions (like Alzheimers).
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John, John, Clive and others.........
It appears to me that the euphoria subsequent to the introduction of Crixivan and other PIs is beginning to wear off, that there is increasing awareness of resitant variants and that dementia isn't going to go away. If I'm correct (a _big_ if), there are two companies, in my universe, that stand to profit most.... NTII and AGPH. Plus, as I take a longer look at dynorphin and CRF, I find NTII's focused approach more and more appealing. My personal *feel* for the issue is that the differential between cash and market cap is fair compensation for Lipton's patents alone. Given that all three products are making progress in clinical trials, it would seem that there is a floor here and that NTII is a no-brainer.
This is what I _don't_ understand........... why is there so little noise (and apparent progress) about trying to partner memantine for stroke?
Rick |
