RE: RE: RE: Shire Replagal
I, as most others here, continue to muse on news. I keep reverting to the NRs and reflecting on such as
Excerpts from May 8th NR:
“The analysis showed that Transcend successfully delivered greater than 4 fold more anti-Aβ into the brain when compared to anti-Aβ on its own.”
“As we reported earlier, a number of pharmaceutical companies are in early and late stage clinical trials studying anti-Aβ antibodies as potential treatments for AD.” (as pmrider pointed out, we do not know the exact specifics re the anti-AB antibodies)
It is ‘the late stage clinical trials’ phrase that has me most curious about which particular pharmas are in the very latest stages, how potentially close they are to market and…most importantly, if any of them are in serious ‘late stage’ discussions about licensing BTI technology. There have to be many companies in the loop as we speak. Some of the more knowledgeable here have expressed their opinions… such as Shire, Genentech and others.
As for the timing of news, that really is a mystery. The stock chart certainly isn’t giving anything away. There are only disparate rumours at this time, any one which may hold water. Management has done a commendable job in keeping a tight lid on things.
I must commend pmrider again for his in-depth understanding and knowledge on BTI and this technology as well as his ability to clearly communicate his perspective for the benefit of all on this forum. Risky ain’t too shabby either. Let’s hope they both stick around.