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

To: Mike McFarland who wrote (53)	7/27/2006 5:03:16 PM
From: tuck	Read Replies (1) \| Respond to of 210

>>You wonder if Kosan will walk away from their 17-aag, fall back to their epothilone program. Holtzman says they have a better drug, and I have to believe it, well I don't have to, but I want to. The bit about solubility rings true and sounds very plausible, to me. << Kosan might walk away from 17-AAG (though I think some of the studies are funded by NIH, so why not keep it and learn?), but probably not 17-DMAG. 17-DMAG is the 2nd generation compound, and is hydrophilic. Addresses the solubility issues that Infinity crows about solving. Couldn't tell you which is the better drug. Message 22663965 Cheers, Tuck

To: Mike McFarland who wrote (53)	7/27/2006 7:06:38 PM
From: rkrw	Read Replies (1) \| Respond to of 210

kosn isn't going anywhere with hsp90. They have a lead. And have an oral drug in phase I I believe. And just because someone else may have a better formulation doesn't mean the kosn drug isn't a good one too. And don't forget Infiniti is spun out of the mlnm mold, they know how to work the PR. Listen to them too closely and you'll wonder why anyone would be crazy enough to compete with them.

To: Mike McFarland who wrote (53)	8/1/2006 5:46:20 PM
From: Mike McFarland	Read Replies (1) \| Respond to of 210

There may be an inherent limit to the efficacy of direct Hsp90 inhibition, resulting from induction of the antiapoptotic chaperone Hsp70. Other mechanisms, such as HDAC inhibition, can also affect the Hsp90 chaperone, and a combination of direct Hsp90 inhibitors and HDAC inhibitors, or Hsp90 inhibitors in combination with standard chemotherapeutics and newer targeted agents, may provide the most productive way forward. Targeting Hsp90 for the treatment of cancer (Vernalis, Novartis authors) Current Opinion in Drug Discovery & Development 2006 9(4):483-495 thomson-pharma.com Infinity, Kosan, Conforma molecules mentioned, one to print and read a few times--I still have not found any Chiosis papers for free. Today was the record date for voting on the merger. There seems to be little interest in trading shares around/ either an "I'll play these cards" or the vote is already figured out anyway. google.com That paper is the third hit using google. Much of these papers goes over my head anyway...but I think it likely we are not going to see any surprise move upward to the valuation when INFI comes out. The only play is going to be to wait for them to build some value over time.