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


To: tuck who wrote (61)3/15/2004 3:00:32 PM
From: scaram(o)uche  Read Replies (1) | Respond to of 312
 
finance.messages.yahoo.com

Re: Winner or Losers
by: leftbeforelayoff 03/14/04 02:08 pm
Msg: 27535 of 27543

nowotal,

I used to work at VPHM in the HCV program. I left a while ago because it was obvious what was going to happen to the research department. I worked intimately with HCV-086 and can honestly say it has a fighting chance of working in trials. My reasons are as follows:

1. It's a sub 50 nm polymerase inhibitor.

2. The toxicity of this compound is >100 um which means it has a therapeutic index > 2000. This is almost unheard of.

3. This compund has potency against all genotypes of HCV.

I was there during the two other HCV clinical trials and everybody knew those compounds wouldn't work. 50406 was complete garbage and the pyranoindole series was weakly active in in vitro assays. Both compounds had narrow therapeutic windows.

I think this compound has 50/50 potential of demonstrating efficacy in clinical trials. If you are a gambling throw down but be aware it's going to be all or nothing.

I worked with JTK-003 which was very toxic and I don't believe in Anitsense technology. BILN 2061 should be dead.

Regards,

BF

finance.messages.yahoo.com

Re: Winner or Losers - leftbeforelayoff
by: leftbeforelayoff 03/14/04 09:04 pm
Msg: 27537 of 27543

irc203,

JTK-003 is a very strong polymerase inhibitor but I also think it has associated toxicity that is causing problems in the clinic.

There is not a direct correlation between pre clinical safety testing and what will actually happen in a human but I think it is a pretty good bet that this compound will not have safety issues.

50% is just a guess. Clinical trials are tough to gauge but the therapeutic index is impressive. I bought 1000 shares strictly on the potential of this compound. If it demonstrates efficacy I will probably quintiple my money if it doesn't I'll lose 3,000 dollars. I think this compound is all or nothing for the company.

Regards,

BF