BJ:
You done excellent job with AXOKINE write-up.
Also, thanks for note on NBIX/CRFr.
I may add few short comments.
AXOKINE is smaller peptide than CNTF, and (if I remember correctly), ac sequence is fully human. So, maybe they will not have some problem with antibody like with CNTF (recombinant, not fully human).
I do not see problem with subcutaneous delivery method. Target pts condition (obesity + diabetes) is very serious disease for itself, so if drug work it will have market acceptance. However, REGN may work on oral peptide formulation, and I think that they are looking for small molecules which may mimic AXOKINE action.
Point on atrophy is well taken and is also my concern.
Maybe smaller doses and less frequent administration (CNTF was for different indication where relative large dose was necessary for any CNS BBB penetration) may reduce probability for this side effects. BTW, do you expect that AXOKINE will be able to reach target area (relatively successfully)? REGN claim that it will (protein transport ???).
I think that this PI trial is short in duration, mostly preliminary drug pharmacology and safety issue. I do not expect any significant therapeutic effects data, but who knows!
IN 3Q they have plan to start AXOKINE PIIa trial, preliminary efficiency (dose escalating type) trial. Still, results from PI will be interesting, maybe wake-up point for REGN.
I also like BDNF . I know that at this point Rick is shooting me with bunch of arrow (nor *amour* ones, poisoned with *sub-population*), but show me that anything work in ALS, sub-population or not!
Regards the Angio program I am very confused. I will like to see some clinical program moving-on, not only bunch of scientific papers. REGN/PG are doing screening for small molecules TIE-2 receptor inhibitors, so good luck.
Regards the high employees number, they have manufacturing site and this add to overall number. Still, I see it as positive.
Miljenko
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