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Biotech / Medical : PARANOID! TIRED OF TALKING TO YOURSELF? LET'S TALK(TTP) -- Ignore unavailable to you. Want to Upgrade?

To: NeuroInvestment who wrote (268)	1/21/1999 7:26:00 PM
From: John Metcalf	Respond to of 626

Thanks for the correction regarding the location of trial sites. I re-read the ZEUS trial news release. It's correct that Novartis did not say that Ilo patient accruals above the 600 in the US at 40 sites would be exclusively in other countries. However, they did say that trials would take place in 24 countries at 208 sites, which indicates interest in other issues than reducing their cost-of-use problem in the US. (As a side-issue, the multi-cultural issues in evaluating behavioral effects of a psychoactive medication will be fascinating!) It is also correct that efficacy and benefits versus other anti-psychotics remains to be demonstrated. When (if) there is such a demonstration, Titan will not be selling at a market cap of $50mm. To me, the news is large in proportion to the current value of TTP. Thanks also to MZ for comments about Novartis' manufacturing commitment to Ilo, which give sharp focus to my investment thesis: Novartis is spending at least twice the mkt cap of TTP on Iloperidone development. Therefore, they think that TTP has far more value than the current capitalization for Ilo alone.