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Will a New Drug Melt the Pounds? It May, but Doctors Urge Caution
New York Times ^ | 5 December 2004 | GINA KOLATA

Posted on 12/05/2004 4:31:21 AM PST by shrinkermd

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To: John Valentine
Over the next few days watch a company called Metabolic Pharmaceuticals:

Symbol MBP.AX on the Australian Stock Exchange or a lighter trade on the Pink Sheets and soon to be listed onthe NASDAQ: MBLPF.PK.

interesting

41 posted on 12/05/2004 7:07:17 AM PST by Diago
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To: John Valentine; Diago

I would worry MUCH more about a drug that works through growth hormone than one that blocks the endocannabinoid system.


42 posted on 12/05/2004 7:14:29 AM PST by Pharmboy (Listen...you can still hear the old media sobbing.)
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To: John Valentine

Your link to http://www.metabolic.com.au/ works, but I can't see the update or the report on this drug. Can you?


43 posted on 12/05/2004 7:21:43 AM PST by japaneseghost
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To: John Valentine

Very cool. I'll be keeping my eye on this one.


44 posted on 12/05/2004 11:03:21 AM PST by Marie (~shhhhh...~ The liberals are sleeping....)
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To: Ditter
Thanks for the tips. Are you a doctor or a stock broker?

Nope, just an investor.

45 posted on 12/05/2004 12:12:22 PM PST by John Valentine
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To: Wonder Warthog

I agree with all you have said, but pharmacology is moving ever so gradually away from the serendipitous discovery mode. Look at cone shell venom and the peptides that are being found there. Those sure aren't engineered, but if they are safe and effective for their uses, they'll be exploited.

And as for rimonabant, the question reallly comes down to safety, and I think the book is out on that question. We'll see.


46 posted on 12/05/2004 12:15:35 PM PST by John Valentine
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To: Pharmboy
I would worry MUCH more about a drug that works through growth hormone than one that blocks the endocannabinoid system.

As well you should be in principal. But the proof of the pudding is in the eating thereof, and in nearly ten years of research no effect other than on lipid metabolism has ever been reported for this particular fragment of the hGH molecule.

47 posted on 12/05/2004 12:18:11 PM PST by John Valentine
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To: shrinkermd

How about diet and exercize instead of sloth and gluttony.

How complicated is that?


48 posted on 12/05/2004 12:19:38 PM PST by broadsword (When Islam creeps into a human society, oppression, misogyny and terror come hard on its heels.)
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To: japaneseghost

That's the company website for Metabolic Pharmaceuticals.

You can look under the link to Investor Relations and look at the ASX perss releases or you can look ad the analysts reports. You can also look around and you'll find on the site a raft of scientific papers that have been published.

You can also see the most recent prres releases listed over on the right hand side of the spalsh page.


49 posted on 12/05/2004 12:20:56 PM PST by John Valentine
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To: broadsword

That is great, but in fact there are some people, like me, for whom diet does not work. If I don't eat, I slip into a near coma. I was at the end of my rope until I threw myslef onto the medical profession and they discovered that I was suffering from an actual disease.

Since getting the proper treatment, I have lost 60 pounds with less dieting effort than I used to put in to no effect whatsoever, except passing out at work.

I understand and agree that will power and dedication is a requirement for losing weight, but sometimes it is not enough.


50 posted on 12/05/2004 12:24:32 PM PST by John Valentine
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To: John Valentine
I am in this business...just remember: phase II means precious little. Don't bet your mortgage money yet--that's all.

Many drugs even go through phase III without showing important toxicities--Vioxx, e.g.

51 posted on 12/05/2004 12:26:23 PM PST by Pharmboy (Listen...you can still hear the old media sobbing.)
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To: japaneseghost

Have a read of this:

http://www.metabolic.com.au/files/QV4WU41FNN/Cohen%20Report%209%20July%202004.pdf


52 posted on 12/05/2004 12:26:40 PM PST by John Valentine
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To: Pharmboy

I agree, there is a long road ahead for this drug. Right now though, a successful Phase 2B report tomorrow will bed a positive price driver for this company.


53 posted on 12/05/2004 12:28:38 PM PST by John Valentine
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To: Pharmboy

Yep. Been a long time since I took biostatistics, but if memory serves, 90% of all clinical trials are a bust.


54 posted on 12/05/2004 12:31:34 PM PST by LibWhacker
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To: John Valentine

I understand, sir. But cases such as yours are rare among the obese. Most folks are fat because they consume more calories than they burn. I honestly feel for your situation. I just can't stand the lazy bums who cry for a magic pill to do everything for them. Life is about work and self-restraint, which I am sure, are an integral part of your life. Unfortunately, life has thrown a wrench into your works, but we all have difficulties to overcome, to some degree or another. If we didn't, life would be insufferably boring, IMHO.

God's peace and blessings be upon you, my friend.

Jesse


55 posted on 12/05/2004 12:31:53 PM PST by broadsword (When Islam creeps into a human society, oppression, misogyny and terror come hard on its heels.)
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To: broadsword

And what I am saying to you is that among those you call lazy bums there are probably way more people that cna't lose weight than you can imagine, and even they don't know it.

Just like me before I found out the problem, a self-destructing thyroid gland. And one thing I found out is that this condition I have is one of the most under-diagnosed and untreated diseases in the world. Probably less than 10% of cases are diagnosed and treated.

The rest just go through life as "lazy bums".


56 posted on 12/05/2004 1:23:15 PM PST by John Valentine
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To: shrinkermd

bump


57 posted on 12/05/2004 1:30:44 PM PST by Centurion2000 (Truth, Justice and the Texan Way)
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To: Pharmboy

Dear Pharmboy- I value your input and pespective. In fact you haven't said anything I can disagree with.

I just want to refocus my perspective where it was in my original post - on the investment aspect.

I know I opined on the relative potentials of AOD9604 and Accomplia (rimonabant) as drugs, but those comments were secondary to my view that Metabolic Pharmaceuticals is a better risk/reward opportunity that Sanofi-Sanofil right now. And that is partly because Accomplia is farther along the regulatory process and has thus been factored in by the market for longer.

AOD9604 still doesn't even have a 'marketing" name, and is still in Phase 2 trials. If the Phase 2B results are positve, this Metabolic Pharmaceuticals will have a big run up, and that will be true now, even if this drug never makes it to market because of disappointing Phase 3 results in two or three years time.

If the Phase 2B results due in the next day ot two are positive, the company will list on NASDAQ, and honestly, I'd look at it, but as you say not for the mortgage money.


58 posted on 12/05/2004 1:31:35 PM PST by John Valentine
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To: John Valentine

60 years ago hardly any Americans were obese. I wonder what cause this recent explosion of thyroid problems.


59 posted on 12/05/2004 1:49:00 PM PST by broadsword (When Islam creeps into a human society, oppression, misogyny and terror come hard on its heels.)
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To: John Valentine
"I agree with all you have said, but pharmacology is moving ever so gradually away from the serendipitous discovery mode. Look at cone shell venom and the peptides that are being found there. Those sure aren't engineered, but if they are safe and effective for their uses, they'll be exploited."

Well, somewhat. For the most part, though, they are using "high-throughput screening" to test ALL POSSIBLE variants and pick the ones with the best effect---at best this is "automated serendipity".

Biochemisty is still a ways away from being able to deliberately design a drug for a specific effect. I have no doubt that we'll get there eventually, but the steps in that direction thus far can only be categorized as "baby" ones.

60 posted on 12/05/2004 2:20:01 PM PST by Wonder Warthog (The Hog of Steel)
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