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Biotech / Medical : Lidak Pharm. [LDAKA]

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To: James Silverman who wrote (22)12/23/1996 3:14:00 AM
From: John Zwiener   of 1115
 
Found out more about GILD and antisense technology. There are
many companies involved. It is interesting tech and promising, but
risky. But if it works, it could be a big breakthough. Longterm
though. I started a page called Hybidon HYBN to discuse this
further. HYBN is a stock a friend asked me to look at for him and
it just happens to involve antisense tech. Gild, Isis, etc
Products for herpes using antisense are still at least 2 years away.
Also since it is a new tech, and it is interfering at the RNA level, I
think it is likely that a drug for a relatively benign condition as herpes
will face intense review which would delay it further. the FDA does
not want to find out later that there are serious side effects when
another good drug for herpes may be available by then. My guess
would be 4-5 years for herpes in an otherwise healthy patient. They
would approve a potential antisense drug for disseminated herpes
in immunocompromised patients. But at this point, no antisense
drug has completed a phase II trial. One for herpes is pending.

Will hang in with LDAKA for the time being. I think there will be a
demand for this drug even if there is eventually an antisense drug
for herpes because of the lack of interference with DNA translation.
Many people advoid acyclivir for it's mode of action.
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