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Gold/Mining/Energy : Inflazyme Pharmaceuticals (T.IZP)

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To: Sean Janzen who wrote (871)4/9/1998 10:33:00 PM
From: Bob Schommer  Read Replies (1) of 1501
 
Sean:

In your post #871 you floated up concerns that Barnes et al had on the potential inadvisability of prolonged disruption of NF-kB owing to concerns over immune function. How selective is Apanol in targeting a response and do you or others think these potential secondary effects may be a material stumbling block in a phase III experience? I've maintained a long-term-hold equity position with this company and am trying to better appreciate any risks up front. One of my reasons for initial optimism was the perceived prospect for somewhat higher odds (??) for negotiating through Phase III based on the fairly specific mechanism of action and negligible side effect profile that was seen (esp cf steroids). I realize these waters still have to be charted but I think you need to look ahead and try to get a pulse on the odds. I've been in ISIP from the early 90's on similar cross-over convictions and things are starting to pan out for them. Any thoughts you have regarding Apanol's impact on immune function would be appreciated.

Regards,
Bob
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