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Biotech / Medical : Neurocrine Biosciences (NBIX) -- Ignore unavailable to you. Want to Upgrade?

To: jayhawk969 who wrote (574)	4/6/2000 10:36:00 AM
From: NeuroInvestment	Read Replies (1) \| Respond to of 1834

Perhaps, but this was an 'expanded' safety trial--which raises the question of whether longer term exposure might increase the incidence of liver changes. Even if not, a rate approaching one percent for a drug that potentially deals with markets of tens of millions of people (1% of 10 million is 100,000 potential cases. for example), where there are any number of existing drugs without hepatic risks, would make this molecule dead on arrival at the FDA. So Janssen had no choice. BTW: while this is obviously disappointing in the nearterm, it means that Janssen's backup molecule will be neck and neck in its developmental timeframe with the Neurocrine inhouse CRF antagonist, which is not necessarily bad for NBIX in the long run-- If they can show their 100% owned, inhouse molecule to be superior to the partnered one, and the two programs move at the same pace. NeuroInvestment (www.neuroinvestment.com)