Sorry to go looking for you here. I'm trying to engage in genuine discussion about TTNP, but the TTNP board will be useless until the KingFINE hypesters get bored and leave. Are either of you two still hanging around this board? Thanks.
Hey lelim, it's been awhile. I took a much needed rest from the investing world to work on a couple of other projects. It looks like the biotech landscape has remained relatively unchanged since I was last here. I'm very focused on TTNP and am considering taking a heavy position soon. The delay in the initiation of the phase II cancer trials has me slightly concerned, but nothing major. Iloperidone is my true love and I think it absolutely justifies buying at these levels. So what do you think about IPIC? The price is very attractive, but I'm not budging until the other Redux studies are in. Investor anxiety might knock it down another notch and I'll consider buying in at that point. If the Redux studies are again positive I'll buy in heavily. Pagaclone is just too interesting and holds too much potential to pass up. So what are your thoughts on NBIX? I'm still a huge fan. The CRF antagonists are a major breakthrough and will really alter the way we treat and view many psychiatric disorders. I'm working on finding out where NBIX and NRGN will be holding their phase II studies. I may encourage a patient or two to enroll. Have you heard anything from ShaharAvi? I was looking through the usual message boards, but found no sign of him. Shahar-if you read this, contact me. Well, time for me to check out. Take care.
I was starting to wonder where you'd hid yourself. Good to see you around.
I really like Neurocrine's CRF project, but I haven't heard much new recently. The last time I saw anything really significant was among the thousands of abstracts from the Neuroscience meeting. I haven't been keeping up with their clinical trials, though, because my attention had been focused elsewhere. Any idea about a timetable?
I don't know if you saw my post on the TTNP board, but it looks like the Iloperidone trial is going to finally start in August. It is going to be a large trial, costing nearly $200 million, all of which will be paid by Novartis. If I recall correctly, it will include somewhere on the order of 2500-3500 patients on two dosing regimens. I'm curious about the exact protocol, but I imagine that details won't be available until the trial commences. I also assume you followed all that crap that followed the results of their cancer vaccine trials - sheesh! I got into TTNP at 5 a while ago, and of course in hindsight I see that I could have waited. I'll just sit and wait for a bit, but I don't think you need to be in too much of a hurry to get into TTNP. You may yet get it <4.5.
I'm sorely disappointed in IPIC. I guess I should have sold off my position when the citicholine news hit, but I didn't think that it would drop below my entry price of 8. Oops. I'm holding out for both the Redux studies and the Pagaclone results, which should be out by the end of summer. Good Redux results might bump it up by a buck and a half, but not much more. For me, this has turned from a short-term play to a long-term buy and hold.
I think I saw a recent message from ShaharAvi on the CYP board.