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


To: Ian@SI who wrote (7558)12/19/2002 2:50:19 PM
From: Icebrg  Respond to of 52153
 
Ian

>>If I remember correctly, it has two other Sepsis treatments in the pipeline.>>

One, IC14 which started its first phase II in August.

>>Doesn't the PAFASE result raise doubts about the preclinical work done on its other Sepsis Candidates?>>

I would like to suggest: "Not really". Icos is not the first and most probably not the last company that has got the wrong readings on the product candidate's efficacy for the sepsis indication. I suppose a mice's sepsis isn't behaving like man's does.

Then I would rather be more concerned about their phase II trial. At that point in time they should really have had an idea about the drug's potential before rushing into a major phase III. The results from the phase II was reported to be very good. Much better than for example Xigris.

Erik



To: Ian@SI who wrote (7558)12/19/2002 2:52:51 PM
From: Biomaven  Respond to of 52153
 
Ian,

Sepsis patients are so sick and have such variability that you need a very big trial to show any sort of significance. So all preclinical sepsis studies and small early trials are by nature not that predictive of how the drug will perform in real life.

I've pretty much stayed away from ICOS - they always seemed somewhat too ambitious to me.

Peter