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

To: Icebrg who wrote (1144)	6/18/2003 11:47:01 AM
From: keokalani'nui	Read Replies (1) \| Respond to of 1834

After pfe's analyst meeting, gs's pharma analyst apparently brought indiplone sales into model for first time: est. $700m peak and a late '04 launch. (nbix must not be followed by GS or that change would have been made 6 months ago.) Late '04 sounds sooner than I've heard before.

To: Icebrg who wrote (1144)	6/18/2003 6:05:50 PM
From: Icebrg	Read Replies (1) \| Respond to of 1834

Indiplon (Insomnia) [S G Cowen comments following Pfizer's analysts' presentation] Indiplon is a non-benzodiazapine GABA modulator that is in Phase III clinical studies. Positive Phase II data recently was presented at the APSS meeting. The results showed that Indiplon improved sleep efficiency by 80-81% at doses of 20, 30, and 35mg compared to placebo’s 74% (n=60; p<0.0001). PFE will position Indiplon immediate-release for patients with trouble falling asleep, and Indiplon modifiedrelease for sleep maintenance. Indiplon is not associated with hangover, a differentiating feature compared to existing hypnotics. Additionally, PFE reports that Indiplon is not associated with a loss of treatment effect. We forecast Indiplon sales at $100MM in 2005 and $600MM in 2007.