Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : SCIO Scios Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Ausdauer who wrote (1464)	2/7/2003 9:06:00 PM
From: Miljenko Zuanic	Read Replies (2) \| Respond to of 1477

Congratulation to all who were long SCIO. Honestly, lately I was lining more toward short than long, but without position. <<JNJ is looking for an oral equivalent of Remicaide.>> As do all pharmas and many bios. I will continue to believe, until proven opposite, that 496 is not right molecule. Second generation or maybe one in SCIO's arsenal. However, 6-8 times Natrecor sale (two years down the road) is right price and I do not see high premium for pipeline. Miljenko

To: Ausdauer who wrote (1464)	2/9/2003 1:48:02 PM
From: Biomaven	Read Replies (1) \| Respond to of 1477

Aus, Making IV nitro the comparator in the natrecor trial was the FDA's suggestion. But the question remains - if you have an acutely decompensated CHF patient that doesn't respond to diuretics, what to do next? Increasingly, the answer appears to be Natrecor. Further, even though the drug is still very new, it is increasingly finding its way into treatment recommendations. For example, this, from the emedicine article on CHF: Newer therapies for heart failure Nesiritide, a recombinant BNP, is from an exciting new class of peptides that has several unique properties. Nesiritide is a balanced vasodilator, slightly more venous than arterial, rapidly improves symptoms of congestion, does not increase heart rate, decreases myocardial oxygen demand, and is not proarrhythmic. Nesiritide decreases aldosterone and ET-1 release through neurohumoral suppression, does not exhibit tachyphylaxis, and induces a mild diuresis and natriuresis. It significantly reduces ventricular filling pressures to a greater extent than standard care with ACE inhibitors and diuretics, even more than the combination of ACE inhibitors, diuretics, and nitroglycerin. Nesiritide should be avoided in patients with systolic blood pressure of less than 80-85 mm Hg. The primary adverse event (occurring in 4% of the patients in the Veterans Administration Medical Center [VAMC] study on nesiritide) was hypotension. Nesiritide has no drug interactions with any of the other treatments used in CHF, thus making it useful as an effective adjunct in patients with severe, acute decompensated CHF without cardiogenic shock. Study results indicate that treatment with nesiritide could lead to a reduced length of stay in the critical care unit, decreased recurrence of decompensation, and less likelihood of rehospitalization. emedicine.com ------------ You wrote: JNJ's interest, IMHO, is something other than Natrecor All there is at SCIO (aside from their very early TGF-beta program) is Natrecor and the P38 program. The P38 program isn't even out of a small Phase II yet, and there is no way that JNJ would be paying more than a few hundred million for the program. The balance must therefore all be Natrecor. Peter