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Re: Tim's answersI have answered the GSK question in the past Tim. I have no clue why GSK ended their contract, especially since they invested in the IPO. I also pointed out your thought that this sort of funding from charities for this research some how impedes Sarepta's slow development of eteplirsen as being odd thinking. As far as various charities setting up accountability in development, I see these sort of ventures as smart. I also have no clue why Sarepta is advancing their pipeline at such a glacier pace. A fun look back to presentations made four years ago, note the additional exons being ready to advance four years ago. Copied from IV message #6132 [different CEO - but exactly same Board of Directors which included CG.] Notes from Oct. 22, 2010 presentation Not my best effort - lots of words missing and may not accurately reflect what you might hear if you listened yourself. I also copied a previous post from the UBS presentation for a bit of comparison. Notes with some quotes. Boyle: Exciting turning point -- poised to take a leadership role. Much more of a reality today. DMD, recently, last week presented some of the clinical outcome. Ebola and marburg - influenza moving quickly and expect to file IND later this year. Platform technology bringing forward discovery stage research programs to hear about in 2011. PMO platform powerful and flexible. Our strategy is to build own pipeline and that's why we've initiated some new products ---- but also as a basis for collaboration and partnerships.... HHS medical countermeasures initiatives supporting small biotech ----- enhancing capabilities rapidly respond to disease areas and threats, "almost looks like it was written for us". As our business development activities ramp up we also have an expectation that there will be partnership deals that we will begin to discuss with you as those come to fruition. DMD: We already have the lead sequences and candidates that will be first five sequences- 50% of market. Last few months we have recognized fulfilling our pipleline....number of early stage programs to share early 2011. DMD: Phase 2 trial, higher doses - planned to dose at 50 to 100 later this year, subject to comments from the FDA and IRB approval. Government: But in addition they allow us to build capabilities like additional manufacturing relationships to bring down the cost of our drugs which are applicable towards all of our programs ... stockpiling - potential for priority review vouchers, ebola and marburg.[didn't hear mention of dengue for voucher]. Studies from flu coming out later this year. File the IND December of this year for flu....phase 1 to start next year. Dengue presentation tomorrow. Well financed company--- reduced burn rate slightly --- potential for partnership deals to really enhance furthering the runway situation. Business development very active in partnership discussions, we're not forecasting anything particular, but please watch out for those. Notes from UBS presentation September 20, 2010. Boyle: "Our platform technology and capabilities in the business is really, are really being leveraged beyond?? our current strategy which is to utilize those to bring forward programs that we may both use to fill our proprietary pipeline but also can potentially be partnerable assets. In that vein we have actually initiated a number of early stage projects which we'll tell you more about when they mature in co-development next year. But we also have an active program of business development discussions with some potential collaboration partners to really create value and leverage that platform..... ....We have a number of upcoming important milestones including clinincal data and additional animal data on our influenza programs, clinical data from our duchene muscular dystropy program and potential announcements about partnering and collaboration deals....." |
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