Just for the record, I will summarize my predictions for 2009:1 - July 2 approval of share increase. (If not this week, then will be approved eventually, because they have stated they will keep trying until they do, but I think they'll get it done this time around.)2 - Additional dilution, perhaps very soon, but certainly another this year, and it will be a big one.3 - Either: a) No ceplene deal this year (which means a self launch which will end in disaster) or b)a deal on poor terms.4 - NO NP1 deal in foreseeable future (I think never, but certainly not this year, but 2+ years from now at the earliest if you want to stick with your pipedreams).5 - Azixa fails in melanoma trials.6 - Azixa BC results uncertain.7 - EOY PPS = still sub $1. The ONLY thing that will alter that outcome is a GOOD ceplene deal.
For the second time:look upon the debate that "Jonaustin" have as a metaphor for the negotiations Epicept is soon closing.
The NP-1 matter has already been discussed in detail elsewhere. There is equality in the efficacy to Gabapentin and more importantly a certain advantage in quality of life for NP-1.Only in Pfizers's own PR dreams Gabapentin represents a "gold standard" treatment in neuropathy. I'm sure Pfizer does know that quite well.
NP-1 has a "long way" to go before a NDA filing.NP-1 Phase III study CPNhttp://clinicaltrials.gov/ct2/show/NCT00471445 (I think this is a link to the trial with completion date december 2010)and completed two phase II trials (PHN and DPN).Even though the phase II data looks promising there is always a risk that the phase III trials don't meet their endpoints.Lets see the outcome of the phase III trials first, if link above is correct then the completion date is december 2010.
Oh, and I have good news for some of you: this is my final post.I just have too many irons in the fire and many more profitable outlets for my time. I will bookmark it and return at the end of the year, not before.best of luck to all!
Nice to hear! ;-)