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Indevus ist von Pfizer fallen gelassen worden wie ne heisse Kartoffel,
doch es gibt Interesse.
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IndHaving had three positive trials in panic and GAD, it was a dramatic disappointment when Pfizer returned pagoclone to IDEV in the wake of three more trials wherein pagoclone had not shown signficant efficacy. The variation in results may reflect continuing ambiguity regarding optimal dose levels, as lower doses have tended to look better than higher ones; the use of once-daily administration in one trial, which was the first time that had been tried, and it was not sufficient; and perhaps the presence of less severe anxiety/panic cases in these sample populations. We continue to believe that pagoclone is an asset of value, but that value has clearly been reduced. Further dose-ranging studies are a near certainty. Aventis, the original licensor (via Rhone-Poulenc) now has 90 days within which they have the exclusive right to pick up where Pfizer left off in their agreement. We doubt that with these findings, that Aventis will agree to the same milestone/royalty package. But they may well make an offer for a revised package that IDEV would find acceptable. If not, then Indevus would have to shop pagoclone around, and we believe someone would make an offer, albeit more backend-loaded than was Pfizer`s. The abrupt cave-in of IDEV`s share price does not reflect its strong cash position and the advanced stage (Phase III enrollment near complete) of the Trospium program, nor does it account for pagoclone`s continuing potential as an anxiolytic candidate. It should be kept in mind that Buspar, which has sales of over $700 million annually, failed in its first 8 or 9 clinical trials before Bristol-Myers finally found a trial design that allowed it to display significance. It is far too early to write off pagoclone.evus wiurde fallen gelassen wie ne heisse Kartoffel von Pfizer.
doch es gibt Interesse.
IndHaving had three positive trials in panic and GAD, it was a dramatic disappointment when Pfizer returned pagoclone to IDEV in the wake of three more trials wherein pagoclone had not shown signficant efficacy. The variation in results may reflect continuing ambiguity regarding optimal dose levels, as lower doses have tended to look better than higher ones; the use of once-daily administration in one trial, which was the first time that had been tried, and it was not sufficient; and perhaps the presence of less severe anxiety/panic cases in these sample populations. We continue to believe that pagoclone is an asset of value, but that value has clearly been reduced. Further dose-ranging studies are a near certainty. Aventis, the original licensor (via Rhone-Poulenc) now has 90 days within which they have the exclusive right to pick up where Pfizer left off in their agreement. We doubt that with these findings, that Aventis will agree to the same milestone/royalty package. But they may well make an offer for a revised package that IDEV would find acceptable. If not, then Indevus would have to shop pagoclone around, and we believe someone would make an offer, albeit more backend-loaded than was Pfizer`s. The abrupt cave-in of IDEV`s share price does not reflect its strong cash position and the advanced stage (Phase III enrollment near complete) of the Trospium program, nor does it account for pagoclone`s continuing potential as an anxiolytic candidate. It should be kept in mind that Buspar, which has sales of over $700 million annually, failed in its first 8 or 9 clinical trials before Bristol-Myers finally found a trial design that allowed it to display significance. It is far too early to write off pagoclone.evus wiurde fallen gelassen wie ne heisse Kartoffel von Pfizer.
