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Biotech / Medical : T/FIF, a New Plateau -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (1826)	3/13/2003 4:49:10 PM
From: keokalani'nui	Read Replies (1) \| Respond to of 2243

No hissing? Well then.... I've been trying to figure out insm's prospects, now that it is truly pruned down to only one chance, IGF-1/IGFBP3 for GHIS. (IGFBP3, as a preclincial cancer candidate, is worth about $0 today, but look for a precinical abstract at asco!) Were it to be approved for GHIS which would be associated with long-term admin, then it might have a future in diabetes...but I can't get my arms around whether the effect in diabetes would be durable, and whether it can be dosed correctly so as not to be confounding. [As an aside, I've decided endocrinologists have to be top-of-the heap smart in understanding their practice areas.] Anyway, the dose ranging trial to support a P3 in '03 has not been completed or the results announced. Also, I can't figure out why Pharmacia abandoned its rhIGF-1, even for an indication (GHIS) that ought to support an even worse drug. Plus, growth factors etc. have for the most part bombed, it seems, especially chronic admin. So I'm really conflicted about its prospects. The seduction, of course, is that in the best of all worlds, this drug if it is safe for chronic admin for diabetics, could substantially improve all blood glucose/insulin/GH parameters for T1 and T2. Improving those parameters, I have learned, is very very important. The short term studies are very promising--but in the prospects of IGF-1/IGFBP3 for diabetes, that might be like saying 'the mouse studies are very promising'. $14m market cap $25m cash, headed for $1m/mo burn I haven't made up my mind and so don't talk much about it, and can't recommend it here other than a possibility for someone else's digging or comments. I do own a little, since I can't resist the emotion to buy a little of a stock while I figure it out.