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July 2004
(v04-n07) |
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- Main Story
- pgs. 1-16 Valentis
- Macro Market Commentary
- pgs. 17-20
- Biotech Monthly Coverage Update
- pg. 21-28
- NIBM Model Portfolio
- pg. 29
- (Full outline below...)
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Valentis, located in
Burlingame, CA, has a great deal going on in the form of products and
corporate alliances, but only their Phase II trial for their lead drug
Deltavasc (VLTS-589) is responsible for their recent increase in stock
price. The company will release top-line data on this Phase II trial at
the end of September. We will focus this issue almost exclusively on the
Deltavasc product since it is the driver of the company’s valuation. |
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| Deltavasc is gene therapy.
This comes with all the baggage that any gene therapy drug comes with.
However, there are important differences that separate Deltavasc from
other types of gene therapy. |
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 - Valentis (VLTS)
- Introduction
- Table: Basic facts on Valentis
- Disclosures
- Investment Case
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Peripheral arterial disease
- Symptomology
- Intermittent claudication
- Treatments
- Exercise
- Pentoxifylline (Trental)
- Cilostazol (Pletal)
- Naftidrofuryl
- Others
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- Ischemic heart disease
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Deltavasc
- Del-1
- VEGF
- The package
- Staying put
- Manufacturing
- Side effects
- Phase I trial
- Phase II / DELTA-1 trial
- Patients
- Trial mechanics
- Statistical considerations
- Peak Walking Time
- September Data Report
- Clinical pathway
- Competition
- Ad5FGF-4 (GENERx)
- Partnership
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- Other
programs
- IHD trial
- Outlicensed technology
- Table: Valentis outlicensing
deals
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- Capital
structure
What Can Go Wrong
Table: Valentis selected
Milestones
- Macro Market Commentary -
"Slip-sliding away"
Biotech Monthly Coverage Updates
- Dendreon
- Graphic: Atrasentan M00-211 ITT
analysis of TTP
- Graphic: Atrasentan Meta-analysis
TTP
- Timeline delays
- Forbes Medi-Tech
- Indevus
- Seattle Genetics
- ID Biomedical
- Clinical path
- Table: FluINsure clinical pathway
timelines
- Investment case
- Table: ID Biomedical summer/fall
2004 news flow
- Introgen
- Genta
NIBM Model Portfolio Performance |
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