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Biotech / Medical : Welcome to the POTP board, the DPP-IV company -- Ignore unavailable to you. Want to Upgrade?

To: rkrw who wrote (45)	11/18/2006 10:55:38 AM
From: rareearth42	Respond to of 90

rkrw, I understand your analogies and they're good ones, but in each case there's something special about the new vitamin or mineral. Here's how I see it: The KOSP drug Niaspan isn't really so much the niacin,as it is the sustained release formulation that minimizes the adverse effects by blunting the peak concentration while still enabling the full efficacy with respect to raising HDLs. AMAG's iron may do well, even though there are already 2 iv formulations of iron on the market, because they believe their formulation is more bioavailable and will have fewer infusion reactions. So I guess the bottom line is that MCU has to have something that makes their vitamin B6 different from the currently available formulations, and when I reviewed the company a couple of years ago, I couldn't find it. If there's something important, it should be patentable, patented, and thus disclosable. This would be a good question to ask at the next conference call, or by e-mail to the company investor relations, if you want to consider an investment. RE42

To: rkrw who wrote (45)	11/18/2006 7:08:44 PM
From: dr.praveen	Read Replies (2) \| Respond to of 90

Sorry for butting in.One sec I tried to forget that it is a vit analog and looked into the co for a few min. Here is what I feel: The phase II results were sort of interesting. But the thing is the study's size and pr endpoint were acc to CK-MB of more than 50ng/ml. But when they assess it for the end point CK-MB of greater than 100ng/ml, I don't feel comfortable. So they have to find a partner, show the benefit in a few thousand pts like AGIX is doing now which makes the trial very risky from an investor point of view even if p3 succeeds. Just my 2C:-)