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Biotech / Medical : T/FIF Portfolio -- Ignore unavailable to you. Want to Upgrade?


To: Miljenko Zuanic who wrote (825)4/20/1999 9:22:00 PM
From: NeuroInvestment  Read Replies (1) | Respond to of 1073
 
Actually MZ, I had posted a response to your earlier queries a couple of nights ago, I have no idea what happened to it. Briefly: I said the open label Phase II for NBIX's drug was dose-seeking...and I listed Pfizer, DuPont, possibly Hoechst (because of Errol de Souza) and Neurogen as having active CRF programs. I have not pursued this too much, because NBIX's programs are far enough ahead that they may serve to establish proof of principle for the overall CRF strategy--if they work in Ph2, I will worry more about the competition. This is an unsophisticated tactic on my part, but one necessitated by time/energy constraints. Of course, if having the best-pedigreed program in an area was a guarantee, Neurogen's GABA-A program would not have been encountering such problems...

Miljenko: We have no conflict to be concerned with now. We have had some disagreements in the past, but they are old history. Anyone who has earned Rick Harmon's respect has mine as well. NeuroInvestment (www.neuroinvestment.com)