Never Say Never...........
Winer....AZD-103 is WAY MORE advanced than TT223 was when that fool bought in. I know I was there. Way more. Also lets not forget that Novo actually helped forge our current path in its own way by running all those Studies that showed TT-223 is way more Efficacious than Byetta or Januvia and showed way better Data than even their own GLP-1 Analogue Liraglutide. What Novo did was duplicate every TT223 Study Transition had run......BUT in their own TYPE2 Diabetes Model........ not only that but all the GLP1 Human Trials have shown that administering GLP1 actually elevates the Endogenous Gastrin in the body which in turn differentiates the beta cells enabling them. In other words it is actually Gastrin at work in neogenisis and differentiation. GLP1 replicates to an extent.
Novo never really controlled much of the Diabetes Program. They had TT223+EGF and TT223+GLP-1.......They never had control over TT223-SA or Transplants or Pro-Lactin. Novo was supposed to run the TT223+GLP1 Phasell and Transition ran the TT223+EGF Phasell Trial. Transition forced them to return TT223+GLP1 for Non-Performance reasons. Novo just didn't run it!!! That left them with TT223+EGF as the only portion of the Diabetes Program and when the two entered negotiations for the ENTIRE Diabetes Platform in July Dr. Cruz rejected their offers in the end as NOT HIGH ENOUGH. IMO they were only after TT223 Stand Alone anyways. Where else can you find an Analogue with such a clean clean safety record with better Efficacy than the currently approved Analogues?? So the decision to unlock the value by running a large Phasell was made because PROOF OF CONCEPT was shown, MECHANISM OF ACTION was shown and NEOGENISIS was shown in the TT223+EGF Phasella.
Now the focus is on TYPE2 Diabetes and considering that 90%-95% of Diabetics are TYPE2 ......I'm OK with that. All internal corporate adjustments are complete and Phasell Supporting Studies done. Patent supporting Data is being analyzed.
The JDRF is Transitions partner for any TYPE1 Diabetes Trials at this time but they have No Exclusivity to it. Transition is looking for a package deal I'm estimating has to be in the $100's of millions range. Novo's undisclosed offers were turned down and judging from the length of negotiations which was 4 months Novo must have made it at least interesting......so IMO greater than double the $48 mil already attached to just TT223+EGF.....
AZD-103/ELND005 is now LITERALLY FLYING Through the Human Trials. Two Phasel Human Trials COMPLETE and safety profile clean.
Large Phasell Human Trial Dosing as we speak. Enrollment progresses as we speak.
FAST TRACK STATUS GRANTED. FDA discussions ongoing. Pivotal Trial decision is flexible. Third Party Peek is under discussion. Second Trial in Humans contemplated and being researched to be put together.
I see they have been very quietly strengthening and broadening their Patents. Good Advice to the FOOL.....Never say Never. Will end up making you look like more of a clown in the end for short-term Self-Justification. Be forewarned is all......Lol!!!