Rick,
There's oodles of other 'triptans out there, but nothing that looks particularly investable or different. The SNAP drug seemed by far the most promising of the bunch.
Other than these, I've seen not much migraine stuff - the Cocensys drug basically failed. The MABXA replacement for valproate would be very significant as a prophylactic if they can keep the effectiveness and lose the side-effects, but it's very early.
If as Biotech Jim suggested they've "discovered" some cardiac activity, it might just be that the FDA wants more cardiac tests in the protocol and/or restrictions on the patient population. On the other hand, the release (which was from SNAP, not LLY), reiterates that [d]ata from three Phase II clinical trials conducted by Lilly indicated that the compound is efficacious in the treatment of migraine without the cardiovascular side effects associated with other treatments currently on the market.
They say they want to "collect additional information" - the question is whether this means more trials, more animal studies or just pawing through their existing documents.
I also lightened up, but in my case a little too early. I'm holding the balance for now, though, betting that we are talking a few months delay here rather than years or outright cancellation.
Peter |
