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Biotech / Medical : biotech fireworks -- Ignore unavailable to you. Want to Upgrade?


To: idos who wrote (2576)7/25/2006 3:58:50 PM
From: tuck  Read Replies (1) | Respond to of 7424
 
>>I still think that ENCY will beat MYOG to the market.<<

So do I, though my confidence in that belief is a tad shaken. At least they beat MYOG in Europe. Nor do I think MYOG has a clinically relevant advantage in their drug. At least, I won't think so until liver enzyme data beyond 12 weeks is shown to me and proves me wrong (in case you haven't followed this issue, it's at 18 weeks that these levels tend to get elevated for patients on this class of drug). They claim they have patients with benign liver enzymes for two years, but they won't show anyone the data. I won't say more about that here; it's been hashed out on the company specific threads.

Cheers, Tuck