Marc,
This is a little off the cuff, since I have a lot to learn about the products in development, but here's my two cents ...
2302: very promising in Crohn's. Similar results to PII already published, and you have an important therapy, even though the dosing regimen in that trial was less than optimal for patient convenience. Would be a successful drug just in Crohn's alone. I don't know much about the Avakine results, but apparently the trials were somewhat sloppy, and efficacy and safety for CNTO's product may not be as clean as 2302.
RA, don't hold your breath on 2302. Expanded the number of patients from c. 20 to 44, as allowed in the protocol where the first 20 showed some activity, but not enough to answer the questions posed.
UC, psoriasis ... need to wait until we see data from new formulations.
kidney transplant ... trial is so sloooow. credit the FDA with this.
Cancer. still really early, but very encouraging evidence of efficacy and antisense activity in a few patients.
HIV (5520?). RIP
Fomiversen. will be a successful drug. Better than the existing therapies (similar efficacy, much more tolerable), and can be used in combination with them (except for Gancyclovir implant). should take an appreciable piece of the $100M CMV retinitis market, and be a small money maker for Isis.
Peter |
