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Biotech / Medical : Indications -- diabetes -- Ignore unavailable to you. Want to Upgrade?

To: Miljenko Zuanic who wrote (9)	9/7/2001 7:10:21 PM
From: keokalani'nui	Read Replies (2) \| Respond to of 278

Miljenko My reading? Depends if I read the PR or the stock price! (The run-up in price before today's sell-off may be more revealing, however.) I wish I was qualified to answer you. On its surface it looks very good, for Phase I. Hypoglycemia would be a big problem unless it's controllable by dose, and tight regulation of peak and trough insulin/sugar has to be worked out. They say no extra toxicity with direct route to liver and one would not expect antibodies to a lipid, right, so this ought to be "safe"? Also wondering if there was any nausea or dizziness, even if not 'serious'. And I need to find out if systemic insulin concentrations up to 288uU/mL is any good. The FDA ac's big concerns with symlin were: 1) The results were inadequate to define the safety profile (because of hypoglecemia and 4 week on-set), and 2) the studies' designs were inadequate to guide physicians in the product's use. Seems like those issues will apply here too, though I acknowledge this is only P1! Thus, although I am gullible this looks like it is reasonably promising. OTOH, I am nervous about a company announcing clinical breakthrough at investor forums. This is a big negative. Oral insulin, my goodness, that would be an irresistible investment...If it is the real thing, there will be a rich license agreement in '01. Edit: Need to look into the Lilly/Generex results too, nothing out of Endorex and Nobex is private, although Nobex time to action is similar to EMIS (c. 30 min oral vs. 45 injectible). Wilder