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

To: Archie Meeties who wrote (14508)	12/4/2004 11:49:46 PM
From: NeuroInvestment	Read Replies (1) \| Respond to of 52153

<<f acp-104 lite follows another metabolic pathway, then this side effect may be avoided>> Yes. But that's a big IF. Usually companies will at least quietly telegraph their belief that a new molecule might avoid the sins of the old. When I visited them in August, I asked them about ACP-104 and agranulocytosis. If they think 104 sidesteps that oxidative pathway, they weren't saying so at the time. Their Phase IIa program probably won't be big enough to be definitive one way or the other. Harry NeuroInvestment

To: Archie Meeties who wrote (14508)	12/5/2004 11:38:39 AM
From: scaram(o)uche	Read Replies (1) \| Respond to of 52153

I went to Dr. Hacksell's presentation, 10/13, at the BioEmerging Company Forum. I don't remember any discussion of agranulocytosis. May have been one, but I don't remember it. There was mention that they expect avoidance of weight gain, but I used "grain of salt" filter. The Allergan project (neuropathic pain) sounds hot. Huge under-served market, and the recent IND was the first of two (that is, there's a second molecule coming down the pipe). Glaucoma (AC-262271) isn't a tiny market either. Harry.... no enthusiasm for "103"? I'll take further discussion to the company-specific thread.