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Biotech / Medical : Neurocrine Biosciences (NBIX) -- Ignore unavailable to you. Want to Upgrade?

To: Miljenko Zuanic who wrote (953)	6/25/2002 11:12:28 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 1834

Thanks! (eom)

To: Miljenko Zuanic who wrote (953)	6/26/2002 12:05:59 AM
From: NeuroInvestment	Read Replies (1) \| Respond to of 1834

1) I sincerely hope that 34060 is not a mild anxiolytic, or at least, not a clinically relevant one. The main plus of 34060 is its rapid-on/rapid-off profile, in fact so rapidly losing effect that they had to develop the MR formulation to bring it out to eight hours to cover those with sleep maintenance issues. Any anxiolysis that extended beyond the period of sleep induction would run directly counter to that timeframe of action, and would present the question of whether the side effect profile is as clean as has been presented. There are those who believe that the immediate anxiolytic action of standard benzodiazepines is more the phenomenological experience of sedation than anxiolysis per se. So--I have not heard anything that would make me think it is anxiolytic, and I hope not to. 2) I do know that NBIX wants the next partner to do what Janssen would have done had their partnered CRF compound been commercialized: subsidize the development of a small inhouse sales force for NBIX. Figure 50 reps for two years would cost about $15 million, not a lot compared to the scale of figures being thrown around here, but it probably would be part of the 'milestone' package. NBIX seems to be looking for a close to 50/50 net profit split, but they might be just as well off with a royalty of 30% of total sales, so that they do not have to audit every penny spent on marketing by the partner, and effectively pay for half the marketing program costs. Harry Tracy NeuroInvestment www.neuroinvestment.com