Re: More on INS1007
Reading about its action in immunosuppression and the adverse events, we would do well to greatly temper any expectations. I went through an immunodeficiency nightmare several years ago with a drug by Elan for MS. Not something I feel is wise to dabble with. Even with an approved "miracle" drug hitting the market, adverse events (PML) appearing years after trials began devastated the stock as it was temporarily withdrawn. Eventually it made it back on to the market, due to the demand from patients and the severe nature of MS, but the black box warnings and additional testing and monitoring were/are oppressive.
My point being, this is a risky proposition, especially if it succeeds in gaining approval. As WL said at Stifel, if we decide not to pursue it, we will benefit financially by eliminating costs of development. Be careful what we wish for here. Immunosuppression opens the body up to all sorts of nasty bugs that otherwise are harmless.