SCE report revisited:Tretinoin and Leukemia{see below}Tretinoin...

SCE report revisited:Tretinoin and Leukemia{see below}

Tretinoin is the acid form of vitamin A and is also known as all-trans retinoic acid or ATRA. It is a drug commonly used to treat acne vulgaris and keratosis pilaris. It is available as a cream or gel (brand names Aberela, Airol, Renova, Atralin, Retin-A, Avita, or Stieva-A). It is also used to treat acute promyelocytic leukemia (APL), and is sold for this indication by Roche under the brand name Vesanoid. It is also available as a generic.


SCE report and Treninoin:

There is potential to re-rate POH in 2010 based on strong
news flow
We see the potential for POH stock to be re-rated in 2010 and 2011 as the company moves towards commercialising and licensing of its technology,particularly given the demand for new delivery options for many existing drugs.
We see a number of news events in 2010 that have the potential to assist in this re-rating:
? An IND filing in the US for oxycodone;
? Initiation of a Phase II or Phase III clinical trial for oxycodone under the IND, the choice of phase depending on whether company wants to do a dose-finding or product optimisation study first;
? Potential licensing for oxycodone and/or other products;
? Collaborations with other companies exploring the potential of TPM for large molecule (or difficult molecule2) delivery
? Formulation development and dose optimisation work for insulin;
? A phase II/III study for insulin;
? A phase II study for tretinoin;
? A phase II/III study for diclofenac; and
? Sales success for cosmeceuticals.

Kens