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Zalicus AŞ Message Board

  • scistats scistats Jul 27, 2013 3:51 PM Flag

    August 1st - Big Red rides or dies.

    Folks, Sanofi Q2 update is August 1st.

    Big Red is on the phase 2 pipe, and his license opportunity link is now dead. Sanofi has been updating their website following huge layoff sending ripple effects through Paris and labor unions.

    At some point Sanofi will either nix Big Red or he rides.

    Nevertheless, a Big Red phase 3 announced August 1st would whip ZLCS PPS above $1 for 10 days with a $3 million cash infusion and prospects for Big Red going big time with even more cash security for ZLCS down the road.

    Meanwhile, Fovea recently published a patent for delivering Big Red into the eye (based on Big Red ingredients specifically highlighted in the patent) suggesting there may be more plans for this stallion down the road. Read the patent and search for Big Red's ingredients.

    Folks, above are the facts, not speculation. Ophthalmology experts at France's Fovea did their own DD on Big Red and bought him from CombinatoRx. Subsequently, Sanofi Aventis liked what they saw in Big Red and bought him. Time and time again, Big Red keeps making the cut. In fact the other Fovea candidates purchased by Sanofi Aventis have fallen, but not Big Red. Investigate the other FOV candidates, and you will see this is true.

    Now, Big Red remains on the one of the largest pharma's pipeline, locked in Phase 2 among a select group of carefully chosen candidates. There has been a lot of culling in Paris, but Big Red somehow remains? For how much longer, I do not know. But, Big Red has survived harsh cuts and he hangs tough. Now, a line divides two camps, those who think Big Red is dead, and those wondering why he persists.

    Recently, Garrett said JR had no news about Big Red. JR would be the last to know, and if he did, he obviously is not going to divulge on the phone. Obviously. What we need to ask JR that was not asked at two questions:

    1. Can the Captain request the NASDAQ for a deadline extension as others have?
    2. What is the pain reduction cutoff line for Z160 success?

    Sentiment: Strong Buy

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    • you too?

    • I'll bet that there will be NO update. Same thing over and over for years.

    • It is 3 Mil once Phase III begins, right?

      • 1 Reply to gizmo_puppy95
      • Yes, that is correct. Lets see what Sanofi has planned for Big Red.

        If they decide to go with an injection, this is a separate license and would mean more cash for ZLCS.

        If they continue with the topical, $3 million. If they do both, even more.

        Fovea's new patents specifically mentions Big Red ingredients over and over again.
        I believe they are going to focus on allergic conjunctivitis for topical, and my guess is they are targeting uveitis by injection.

        Replace the * with dots nei*nih*gov/health/uveitis/uveitis*asp

        Patanol is indicated for the treatment of allergic conjunctivitis. The drug had annual sales of approximately $320 million, based on IMS sales data.

        The AC market is worth $1.1 billion worldwide (2011) and is dominated by the US. Most of the value in the US market today is in Rx anti-H1/MCS, with olopatadine (Patanol®, Pataday®) as a clear leader followed by more than 10 other products, including the recent
        launches (Bepreve® 2009 (Bausch + Lomb) , Lastacaft (Allergan)® 2011).

        So, Alcon needs to make a move with the Patanol patent expiring in 2015 and Bausch and Lomb and Allergan providing competition.

        All of the above are antihistamines while FOV1101 is steroid + cyclosporine A. Allergan makes Pred Forte PRED FORTE® (prednisolone acetate ophthalmic suspension, USP) 1%.

        FOV1101-00 is (Cyclosporine 0.01% or 0.02%) and Prednisolone Acetate 0.12% (PredMild®)

        Cyclosporin A has been used as an immunosuppressive agent since
        the mid 1980s. It is used extensively in the prevention and treatment
        of graft-versus-host reactions in bone-marrow transplantation and
        to prevent rejection of kidney, heart, and liver transplants. It is also
        used as an ophthalmic emulsion for the topical treatment of dry eye
        syndrome. In addition, it has been tested for use as therapy for a large
        variety of other diseases in which immunological factors may have a
        pathogenetic role, including Graves’ disease, uveitis, Crohn’s disease,
        ulcerative colitis, chronic active

        Sentiment: Strong Buy


      will be dropped or stay in phse 2 again

      your annual summer rants are tiresome and tedious DAUG

      be gone your master needs you

    • Great post, thanks!