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Biotech / Medical : Encysive Pharmaceuticals (ENCY) -- Ignore unavailable to you. Want to Upgrade?

To: IRWIN JAMES FRANKEL who wrote (1)	12/19/2005 11:12:08 AM
From: tuck	Read Replies (1) \| Respond to of 205

Digesting the results of the ARIES 1 trial, which is Myogen's Ambrisentan . . . the PR sent MYOG soaring and ENCY crashing. On the face of it this might have been justified, but the patient populations are somewhat different. ENCY's STRIDE trials allowed CHD patients, while the ARIES trials did not. Other rumblings about the data can be found by following the thread of replies, backwards and forwards, from this: Message 21983018 ENCY has a good one year lead on MYOG. OTOH Remodulin is already out there, and UTHR reported what seems to be decent data here, too. I haven't dug into that competition much, but I do know Remodulin is an injectable, which ought to be a disadvantage. Cheers, Tuck