I would like to investigate these antiherpes drug companies and see
their trial results. I asked a coworker what herpes was like, (he gets
fever blisters) he says it ruins your life for a week. He would use
something if it really reduced pain and duration. He came up with
a 2 day reduction as the line where he would really seek out the drug
for use. I know that GILD has a antiCMV drug approved and it looks
sike it could be used for other viruses, but I caught a hint that there
is renal toxicity.
I also am keenly aware that Lidak's dalay is bad, and that there is
competition. (I want to learn of the competition and I'll post what I
think here-please tell me who they are- it may take a couple of weeks
to gather the info about whatever leads you supply)
I'm also very aware that repeat phase 3 trials are usually disappointing,
but unless their is lying on the part of the company, the info I have
is promising. Lisa Katz ( investor relations and daughter of the CEO)
has given me specific info that would not be necessary. I have
never had a company volunteer this kind of info-- I have posted what I
remember from our conversation. I have a decent level of knowledge
about science, medicine, disease, and research and what she said
seemed to hold together. I tried to find inconsistencies or lies ( I don't
like even small lies when it comes to drug development or trial
results---their should be no white lies when it comes to drugs. It's
not appropriate in this area). I could have been fooled, but to this
day it still makes sense.
The natural course of disease in the test patients was demonstrated
to be at least 7 days (both before and after the trials). Both Lidakol
and placebokol showed a 3 day reduction in outbreaks, although
Lidakol reduce pain even sooner. In the prodromal phase, Lidakol
prevented outbreaks in 75% of cases, placebokol in 50%, and with
no drug-13%. These results are well known and previously released.
Since then, placebokol has shown activity when applied in a higher
dose than was tested. Lisa said the placebo was 60% pure and
had irritative side effects so they only tested 3xday. During the phase 2
studies, the placebo was incorrectly manufactured and did not have
activity. During the phase 3 studies, the placebo was correctly
made and purified to 80% so that it could be applied 5xday. In this
concentration, the placebo had an effect.
Now this sounds fantastic, but remember that LDAKA had no control
of the phase 3 studies and they definitely show something. This
explaination by Lisa is credible (this kind of wierd stuff is normal). I
blame it on a poor choice of placebo, but Lisa said they were directed
to use the placebo by the FDA.
Finally, why would Lisa risk the money her familyhas made, risk the
company that is still giving them money, and risk her freedom by
openly giving info over the phone, If you call and ask questions,she
should tell you the same thing. Why not get a rumor going instead
or some brokers to promote the stock.
Still, I know you have a valid point. It is well taken. |
