Decreased HDL and increased intestinal fat, maybe a bad combo:
This is just one issue that the FDA may latch onto and require more studies on. Here's something to think about. Also note that the CEO when he talks about the competitor never notes that the competitor raises HDL about 10% while their drug the MTTP inhibitor lowers it:
HDL and Colorectal Cancer Risk
HDL levels were inversely associated with colon cancer risk but showed no association with rectal cancer risk.
Small studies have shown an inverse association between serum levels of HDL and risk for colorectal cancer. The current investigation — a nested case-control study within the European Prospective Investigation into Cancer and Nutrition — is the largest yet to address this issue.
The study cohort, drawn from 10 western European countries, included more than 520,000 participants who completed dietary and lifestyle questionnaires, had their anthropomorphic measurements recorded, and donated blood samples for future analysis. A total of 1238 participants who developed colorectal cancer after enrollment were matched with controls —1238 cancer-free participants — by age, sex, study center, follow-up time, and details at blood collection (time, patient age, fasting status).
Serum HDL concentration was inversely associated with risk for colon cancer but not with risk for rectal cancer. The relative risk for each one-standard-deviation (16.6 mg/dL) increase in HDL was 0.78. These results were unaffected by additional adjustments for biomarkers of systemic inflammation, insulin resistance, and oxidative stress, as well as exclusion of the first 2 years of follow-up.
Comment: The mechanism underlying this inverse association is uncertain. Higher levels of HDL inhibit systemic inflammatory responses, and inflammation might stimulate tumor growth. Of interest and possibly relevant, obesity, metabolic syndrome, and diabetes mellitus are all associated with an increased risk for colorectal cancer, and long-term statin use has been associated with a slight decrease in risk for colorectal cancer. How all these observations are related remains unknown.
Bio I looked at it and the company does look interesting. A PDE4 inhibitor is very close to Viagra which is a PDE5 inhibitor. The anti-inflammatory effects and the broadened out use of their flagship drug looks interesting especially if it could slip in and be used long term rather than topical glucocorticoids or in conjunction with them. I'll try and look at the rest of the pipeline over the next few days. Take care, t