RE:CIBC Updatebepando wrote: Thanks to Alfred here is the link to this CIBC update re: the MOA info today.
https://docdro.id/oIrZoY9
Their main concern seems to be whether 4050 will be safe over long periods of use and results from the IPF trial and the Alstrom trial will help to answer this question.
Clearly the Nationa Bank joins BB as haters of PLI's success.
IMVHO
I'm not a scientist, and I don't have a background in science.
However, I can read and understand a little bit of it.
Even if 2 drug can interfer on the same receptor, the toxicity has not much to do with the receptor itself, it's way more complex.
As an example, let's take anti-inflammatory product. They are COX-2 inhibitor.
Naproxen molecular formua is
C14H14O3.
Viox molecular formula is
C17H14O4S.
There not a lot of difference, merly same MOA, but Vioxx killed people.....
Now, let take a look at PBI-4050 and TAK-875.
PBI-4050 molecular formula is
C13H18O2.
TAK-875 molecular formula is
C29H32O7S.
Very different, so even if they are acting on the same receptor, it doesn't mean that playing on a receptor is toxic.
And by the way, all meds are toxic in some point.
And I could do some lazy comparaison like the analyst and saying that both TAK-875 and Vioxx have something in common that the other don't: They have a sulfur atom.
And by the way, do you know that Ibuprofen is siimilar to PBI-4050.
Ibuprofen molecular formula is
C13H18O2, which is the same than PBI-4050.
As you can see, they have the same formula, but have a different MOA.
Another easy statement is you can take easily 1500 mg of Ibuprofen a day before having toxic side effect in the liver, and the phase III trial will involve 800 mg and 1200 mg dose of PBI-4050.
Now, am I right or wrong in my analysis, I can't say.
But my DD is much deeper than the BS said by the analysts.
The site for chemistry info is there.
https://pubchem.ncbi.nlm.nih.gov/compounds/3672#section=Top