To: BARRY ALLEN who wrote (4162 ) 7/31/1999 2:05:00 PM From: Kingfisher Respond to of 4891
Berry, ceoa+ over on RB today provided an excellent post which I felt should receive more exposure so I am taking the liberty to re-post it on this thread. Obviously, the scientific discipline associated with Dr. Hirschman's up-coming presentation is well above the heads of most of us and it is nice to have someone with an understanding of what is scientifically going on willing to take the time and post about the subject mater. I am very grateful to ceoa+ for doing so, and I'm sure most of us are. Also, the previous post by Dan Little links to an article that helps us to appreciate the newness of the scientific investigations that are presently taking place and it makes me feel good that Dr. Hirschman is playing an integral part in this action. xxxxxxxxxxxxxxxxxxxxxx Nice to see ADVR presenting data at an important forum. However, I don't know whether you noticed that a speaker from NCI will present just before Dr. H. His topic will be a comparison of ADVR's (Reticulose's) mode of action compared to the mode of action for the CXCR4 receptor. From the summary described, it appears that the data he will present shows Reticulose to be more effective than the product used to attack CXCR4. If I am interpreting this correctly, that would be very good news for ADVR, if and when both treatments became available. The more effective treatment would have a significantly advantageous market position even if it were approved a year after the other product. Although the other product is not named, I believe it is Trimeris's T-20. I have pointed out in earlier posts that Trimeris appears to have a lead on ADVR in the approval process with a product that works in a similar manner to Reticulose. If I am correct in my interpretation of these findings by NCI, the balance of the equation could be shifting back toward ADVR, assuming they can get an NDA approval at some point. Again assuming all of the above is true, once both drugs are approved it will be a list of intangibles that will effect sales. One important item will be Patient Compliance (PC). Reticulose is administered by injection, as is T-20 at this point. I have read somewhere that the sponsors of T-20 are working on an alternate route of administration that will generate a higher level of PC and an easier method of administration. This could be an important marketing advantage. ADVR will have to give serious thought to this once Reticulose is approved and generating profits. xxxxxxxxxxxxxxxxxxxxx What ceoa+ has posted indicates how closely Dr. Hirschman is working with scientists at the NCI. Further, it gives us an appreciation of the fringes or forefront of science that Dr. Hirschman and the NCI scientist are delving into. I feel that for them to fully recognize what they are unraveling about the inner workings of the human body they have to be in direct communications with God [the source of all knowledge].