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Biotech / Medical : TITAN PHARMACEUTICAL (TTP) -- Ignore unavailable to you. Want to Upgrade?

To: Miljenko Zuanic who wrote (136)	9/25/2000 11:01:55 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 362

ok....... Yipppeeeeeeeeeeeeeeeee! (don't own a share, but very glad that you guys still do)

To: Miljenko Zuanic who wrote (136)	9/26/2000 11:28:22 AM
From: NeuroInvestment	Read Replies (1) \| Respond to of 362

It was nice to see Novartis giving Titan the go-ahead to release more data, Titan a couple months ago had not been optimistic that they would. There are still 2000 patients to go, and the two things I am waiting to see from this data and that yet to be provided: 1) A specific reference to the effect upon negative sx, which one would hope to equal (or in a perfect world, exceed) Clozaril's. The press release only notes significant improvement on the total score for positive and negative sx--which does not necessarily translate into effect on each. 2) The head to head comparison against Risperdal will be important in terms of marketing, just to be able to cite an advantage over another 'atypical.' The comparison I would really like to see would be versus Zyprexa, currently the antipsychotic of popular choice, but Novartis appears to have been reluctant to include a Zyprexa arm. They may prefer to simply show that Zomaril does not cause weight gain--Zyprexa's major shortfall, and leave ambiguous the comparison on other variables. This is not to undercut the positive findings thus far (Titan is on the NI recommendation list based on Zomaril's potential) but these are details to watch for. I agree with MZ that Zeldox/ziprasidone is not going to be a major factor, with QT interval worries that just won't go away. NeuroInvestment (Harry Tracy)(www.neuroinvestment.com)