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Biotech / Medical : Valentis (VLTS)
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To: tuck who wrote (37)1/9/2001 5:07:42 PM
From: keokalani'nui  Read Replies (1) of 81
 
vlts is broadcasting from H&Q, so I assume it will be archived for a day or so. A good listen. Lots of info in the presentation. Review of gene medicines and so on, but there is unmistakable excitement about polymasc peg. It is specifically designed for biopharmceuticals like proteins, antibodies and so is in a sweet spot of current drug development efforts. Have successfully peg'd 20 straight proteins without loss of their effectiveness. "huge" number of oppys to do deals, high demand, schering's PEG is shining a light on other methods like polymasc, and there are undisclosed existing partnerships. $55m cash, $24m burn.

W54
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