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Biotech / Medical : TITAN PHARMACEUTICAL (TTP) -- Ignore unavailable to you. Want to Upgrade?

To: Miljenko Zuanic who wrote (278)6/9/2004 10:31:02 PM
From: NeuroInvestment  Read Replies (1) | Respond to of 362
 
Yes, somewhere.But one-two years from now?. As a nonretrievable cell implant therapy, there are questions regarding what the FDA will demand in terms of longterm safety studies for approval: and questions regarding pricing/reimbursement, thus I am cautious about Spheramine timing/valuation. But on the other hand, if Schering announces great PhII data at the end of 2005, and patients continue to show persistence of functional gain, Titan should benefit, though the likelihood of a drawnout Phase III to begin in 2006 will put a ceiling on that. I still think it is their oncology platform that will probably drive their valuation (up or down) more than anything else over the next couple of years.

Harry

NeuroInvestment



To: Miljenko Zuanic who wrote (278)6/15/2004 9:41:00 PM
From: NeuroInvestment  Read Replies (2) | Respond to of 362
 
I spoke too soon. Schering is dropping all CNS programs except MS. I have been puzzling over whether someone might want to buy Spheramine rights assuming Schering returns them to Titan....the only people with an interest in cell therapy plus money that come to mind are Cell Genesys/Ceregene.But they have their own PD program.

This looks grim for Spheramine.

Harry

NeuroInvestment


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