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Biotech / Medical : Guilford (GLFD) - Steadily Rising -- Ignore unavailable to you. Want to Upgrade?

To: NeuroInvestment who wrote (323)	6/24/1999 3:41:00 PM
From: tuck	Respond to of 496

NI, Hey, that's what these forums are for. I never said my list of competitors in either area was exhaustive, just what I -- only a bit more informed than average -- had uncovered in my DD. I can't remember the big Pharma, or the Austrian company (info was quite vague on these, anyhow, as I recall), but I could find both if you're curious. I've heard of CEPH and VRTX's programs, but they aren't in trials, either. NEOT appeared to be farther along than anyone in terms of bringing such a drug to market. In terms of the science behind these various companies' neurotrophin compounds, how do you think GLFD stacks up? Or do you charge for that kind opining? Cheers, Tuck

To: NeuroInvestment who wrote (323)	6/24/1999 3:56:00 PM
From: tuck	Respond to of 496

NI, Here's the Austrian company. ebewe.co.at Not the best web page. Click on "product lines," then "neurology," and you will be led to their neurotrophic drug for Alzheimer's, Cerebrolysin. They talk about it like it was already approved in Europe or something, but the propaganda doesn't go into such details. I'll see if I can dig up the big Pharma. My recollection was that it was in the preclinical stage and wasn't saying much. Back soon. Cheers, Tuck

To: NeuroInvestment who wrote (323)	6/24/1999 4:31:00 PM
From: tuck	Read Replies (1) \| Respond to of 496

NI, As promised "the" big pharma. Well, actually two or more: Ely Lilly and Marion Hoechst Roussel. Xanomiline (now in PIIs via skin patch; oral delivery produced digestive side-effects) and Propentofylline (PIII), respectively. The former is a M1 agonist. The approach is popular, as several teams seem to be working this pathway. My understanding is that M1 agonists generally demonstrate neurotrophic activity. I'm not sure that's their main mechanism, nor am I sure these two are small molecules, though the market they address and their efficacy is more important from an investment standpoint. Recommend this link if you haven't seen it: wwwdev8.tvisions.com:8000/members/research/drugs/index.html I have said this before, but I now realize it was in a PM to Marty van Acker. So these posts rehash my not very deep DD on neurotrophic programs. Again, I'd be curious to know what you think of the quality of all these programs, and how well the purer plays, such GLFD and NEOT, stack up. I'll certainly give Mr. Smith et. al. their due regarding the financial management of this company. The operational management I am less impressed with. When they came public, they seemed to have big leads in neurotrophic drugs and addiction treatment (though perhaps things were going on in these areas at the time that I wasn't aware of). Now both fields are crowded, and GLFD seems to be mid-pack at the moment. Cheers, Tuck