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

To: Vector1 who wrote (360)	8/8/2000 9:51:14 AM
From: Vinnie	Read Replies (1) \| Respond to of 496

How long does it typically take to complete such a Phase II evaluation? For that matter, how long does a Phase III evaluation typically take?

To: Vector1 who wrote (360)	8/11/2000 4:08:16 PM
From: tuck	Read Replies (1) \| Respond to of 496

Vector1, I've been following several companies that deal with neurodegenerative diseases for some time. GLFD & AMGN had frustrated me -- and kept me from ever opening a position -- because, despite their financial savvy -- it seemed to me they were losing ground in the neurotrophic drug commercialization race (and their other programs weren't generating much excitement). A Swiss company called Ebewe apparently already has a compound on the market outside of the U.S. -- Cerebrolysyn (sp?). And NEOT completed a small PII study some time ago. Though I gather the results are a bit fuzzy due to the small smaple size (all NEOT could afford). And then, without saying anything for months (filed for IND in 12/99, if memory serves), AMGN says its ready for PII. More like a pharma, indeed!. GLFD's compound is likely better, and the trial should be large enough to give good results unless some design flaw gets in there. So now I'm thinking GLFD maybe be closer than I thought in terms of getting to market, and perhaps will enter it with the strongest compound. I can't help noticing NEOT's unrelenting slide of late, and I imagine this is the cause. The Street's vote. What's your take? Have you seen any numbers from trials? I never saw reference to Phase I results, for instance. Cheers, Tuck