To: Henry Niman who wrote (3766 ) 2/7/1998 5:56:00 PM From: sam Respond to of 6136
Anybody else listen to PaineWebber's conference call with Dr. Calvin Cohen, an HIV specialist at Harvard, regarding the Chicago retrovirus conference? Everyone should listen in -- if they can and make up their own minds on what was said. FWIW, here's my impression. Dr. Cohen was very impressed with Viracept's (five pills) twice a day dosage results ("data surprisingly good" -- "twice a day is currently proven"). Can be taken with reverse trans. inhibitor. Crix, of course, is much more difficult to regimen. Physicians nervous about crix's shorter half-life. Also, with crix, can't take all meds at once. Therefore, due to its convenience, Dr. Cohen believes that nelf is a good first line therapy. Nelf is also very successful in patients with higher viral loads. As for salvage therapy data, it is one of the most important aspects of nelf data. An increasingly important consideration for physicians when prescribing first line therapy. Dr. Cohen suggested that nothing presented at conference changes this. He also suggested that early treatment (after infection) with PIs is much better for restoration of immune system than later treatment. As for Glaxo/Vertex's drug (amprenivir?), it produced only a 60% suppression rate -- less impressive than hoped for. But there is a very good second therapy (using crix) for salvage. Amprenivir given twice a day (6 or 8 capsules) -- more pills than nelf (and thus not as convenient). Side effects: rash. Next drug (after amprenivir) will likely be Abbott 378. 378 must be used with Abbotts' other drug. Studies are currently in the first month. As for triple nuke combo -- jury still out, especially with patients with high viral load. Salvage therapy not likely. Also, did anybody else notice the SEC filing this week? If I'm not mistaken, Ark Asset Management (formally owners of several million shares), sold all its holdings. Probably made an absolute fortune on those shares since they bought them very, very cheap -- I believe. Still, somewhat troubling.