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

To: Arthur Radley who wrote (14876)	12/22/2004 1:09:31 PM
From: tuck	Read Replies (1) \| Respond to of 52153

TD, NKTR's Exubera has been discussed extensively on the ARDM thread: Subject 19695 see in particular: Message 20207860 Message 20085148 Message 20079226 and related posts. Also on the Short Candidates thread. ARDM's liquid formulation had issues with post-prandial glucose spikes followed by nocturnal dips; it did not appear that NKTR/PFE made the latter measurement. Will the regulators want it in light of ARDM's problems? I'd think so. However, AERx also seems to generate more of an antibody response, though they appear to be clinically insignificant (NKTR has said the same thing). The Exubera NDA has been delayed into 2005. It is already in front of EMEA, and things seem to be taking a long time there. There are unsubstantiated rumors that the application there has run into trouble. Exubera data looks clean, but given the above, not a slam dunk, IMO. No position. Cheers, Tuck