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February 2004
(v04-n02) |
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- Main Story
- pgs. 1-11 Forbes Medi-Tech (FMTI)
- Macro Market Commentary
- pgs. 12-14
- Biotech Monthly Coverage Update
- pg. 15-24
- NIBM Model Portfolio
- pg. 25
- (Full outline below...)
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Forbes Medi-Tech
(“FMTI” from here forward) is a Canadian company focused on the most
lucrative class of prescription drugs in the world – drugs for the
treatment of hyperlipidemia or high cholesterol. |
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| The company’s lead product
is FM-VP4, an engineered version of a phytosterol in a pill form. Phase
I trial data shows no side effects. Preclinical data shows the drug’s
mechanism of action is to block absorption of cholesterol from foods and
block absorption/prevent re-processing of cholesterol from the liver.
FM-VP4 is in early Phase II trials now. |
Subscriber direct access |
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| The following is an outline of this issue of
the NIBM Newsletter. |
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- Main Story - Forbes Medi-Tech (FMTI)
- Introduction
- Table: Basic Facts
- Disclosures
- Investment Case
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Cholesterol absorption
- Winds of change
- Zetia
(ezetimibe)
- Mechanism of action
- Clinical effect
- Side effects
- Phytosterols
- Mechanism of action
- Clinical effect
- Side effects
- FMTI products
- Manufacturing process
- FM-VP4
- Mechanism of action
- Clinical trials
- Side effects
- Competition
- Market potential
- Partnering
- Reducol
- Other pipeline
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- Miscellaneous
- Table: Forbes Medi-Tech selected
milestones
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- What Can Go Wrong
- Macro Market Commentary - "Four
months too soon"
- Table: FDA top Spot history and the
NASDAQ Biotech Index
Biotech Monthly Coverage Updates
- Genta
(four pages_
- Updated survival information
- Do it anyway
- Why doesn't the FDA want the update?
- So when do we see the data?
- Investment Case
- Nabi
- Dendreon
- Partnership
- Targeted Genetics
- tgAAVCF data
- Offering
- CellExSys
- Indevus
- ID Biomedical
- Seattle Genetics
- Discovery Labs (4 pages)
- RDS Prevention Trial
- Treating preemies
- Early administration of surfactant
- Importance of aerosolized Surfaxin
trials
- Pilot 2 program
- The Low Stock Price
- Alteon
- Aphton
NIBM Model Portfolio Performance |
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