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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: tuck who wrote (9128)	1/18/2002 1:39:43 PM
From: Vector1	Read Replies (2) \| Respond to of 9719

Community acquired pnuemonia, which is what this trial was for, was always intended to be a small market for Cidecin. The big market is soft tissue infection for which Cidecin met its endpoint and Ceftriaxone is irrelevant. Imortantly the safety data is clean. The results of the trial are perplexing. Mike King at Robbi had some interesting thoughts this morning. First he noted the existence in the study of of summer pneumonia. This type of pneumonia, according to King is different than community-acquired pneumonia, and is caused by bacteria (hemophilus and anaerobes) unaffected by Cidecin s cidality against gram-positive organisms. Additionally, King noted that though physicians had the option to treat the summer pneumonia with background antibiotics against gram-negative bacteria, most did not for reasons that remain unexplained. King also noted the high prevalence of aspiration pneumonia in treated patients. The prevalence of this type of pneumonia is not unexpected given the large indigent population in the study. Aspiration pneumonia is typically caused by anaerobic bacteria that are unaffected by Cidecin. finally King made the point that ceftriaxone was dosed twice as high in Eastern Europe as is customary in the U.S., effectively raising the levels of cidality and efficacy in those patients treated with ceftriaxone. Despite these confounding factors, Cidecin barely missed its prescribed primary statistical endpoint. I think CBST is a buy at these levels. V1