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Biotech / Medical : Insite Vision Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Robert Mayo who wrote (550)	12/3/1997 11:33:00 AM
From: David Bogdanoff	Respond to of 1060

RM: The clinical trial is good news to which the market failed to respond. Its obvious that the company is not currently being evaluated on its fundamentals which will ultimately determine its profitability and its stock price. We see this quite a bit in biotech stocks currently. David

To: Robert Mayo who wrote (550)	12/3/1997 1:07:00 PM
From: Cheryl Galt	Read Replies (2) \| Respond to of 1060

RE average volume: Here's a convenient site: Historical Data - tradepbs.com Just enter INSV, and select the number of days for which you want data (up to about a year). You won't get an average, but you can look over the values, which are pretty bumpy. --------------------------------- Bob, I pulled from my notes a contribution of yours from last January. #159 Jan 18 - Bob Mayo - Open Letter to Kumar Message 677565 #163 - Kumar's answers - Message 690823 ------------------------------------------------- From #163: INSV has at least one other well-known ophthalmic drug being tested with the DuraSite system. Kumar wouldn't identify the drug or the company with which he is working. I wonder if that mystery drug was ISV-208 ? ISV-208 sounds pretty mundane - improved delivery (once-daily dosing) of a standard (beta-blocker) glaucoma treatment. Hopefully it will be easy to establish its safety. Then its a no-brainer that simpler dosing improves compliance, which in turn improves efficacy ---so successful passage through trials seems likely. Might 208 make it to market ahead of 205, and provide some much-needed cash? (Sure wish the 3 that have cleared Ph-III would hit the market...) ------------------------------------------- I also wonder how 208 compares with ISV-205. Which is likely to have greater efficacy? How do their indications compare? How does 208 compare? - to PilaSite ---which decreases inflow - to BetaSite ---a pilocarpine which increases outflow - to MethaSite --- sustained-release steroid (fluorometholone(FML)) for reducing inflammation, post-trauma or after surgery - to ISV-205 ---sustained-release version of Ciba's non-steroidal anti-inflammatory "Voltaren" (diclofenac) ------------------------------------------ Also from #163: Most of INSVs early products will be improvements on already marketed drugs. ---- which to glaucoma patients and their families will be good news ------------------------------------ Insite has three drugs that it has brought successfully through Phase III testing. (glaucoma drugs PilaSite(R) and BetaSite(TM), and MethaSite (Ciba) ) --- It sure would be nice to see more progress from THAT point. --- AquaSite dry eye treatment is the only product INSV has on the market. Bob, thanks for all your follow-ups with Kumar. It's hard to be patient with this early-stage company which seems to have great science, but little business sense. My patience is bolstered by having a close family member (a dynamic, productive scientist) who could potentially benefit from Insight's work. Such things definitely alter one's perspective! Regards, Cheryl Galt