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

To: Robohogs who wrote (5517)	1/22/2002 1:00:13 PM
From: scott_jiminez	Respond to of 52153

I was encouraged by the original mouse data with AN-1792 (modified beta-amyloid 42 [i.e. Ab42]) and was looking forward to the PII results. The news release does indeed make it sound like there was a viral contamination...but there's always the possibility it's a lot more than that. In other words, a mouse vs. human dichotomy once again. I'm not sure what you mean by a 'fraction of the franchise' but if someone indeed nails the right pathway, agent etc. (amyloid, secretase, microglial products, cholinergic agents...), then they could 'get' the whole enchilada.

To: Robohogs who wrote (5517)	1/22/2002 1:08:30 PM
From: Biomaven	Read Replies (2) \| Respond to of 52153

Jon, The ELN news was very sad. I'd heard a lot of AD researchers were pretty excited about this program. I've heard a suggestion that it may be some sort of auto-immune reaction, in which case the drug is likely near dead. The fact that it occurred in only one subgroup does leave some lingering hope that there was some sort of fixable contamination. I suppose there's always the possibility that they could dose it with steroids, although that would complicate approval greatly. My guess is that we may also be seeing some Enron fallout in ELN. ELN has always been a favorite of the shorts, and they probably seized on the confluence of Enron and this failure to attack the stock. Even though this was an early-stage project, it was one with enormous potential and a very high profile. Peter