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Biotech / Medical : Gilead Science (GILD) Followers

GILD 149.90

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2:21 PM EST

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To: WWS who wrote (500)	12/21/1997 4:38:00 PM
From: scaram(o)uche	Read Replies (1) of 961

Bill: You can raise virus in chicken eggs in about four days (3 days incubation plus a day for virus prep). It seems like this is fast enough to monitor a pandemic. If you are interested in which virus has infected a convalescent-stage patient, even faster tests are already available. I guess there is a need for faster methods, but it doesn't seem like epidemiology labs would provide much of a market? Once epidemiologists say "its here", a rapid diagnostic should sell big-time if and when the Biota or Gilead products are approved. But, as you noted, this does not need to involve hemagglutinin (type-specific) testing. If either the Biota (Glaxo) or Gilead (Roche) products pass final muster, any big-time bad variant that emerges will force upward revision of markets and penetration. H5N1 looks like a bad one, but let's not forget that the last major scare with flu fizzled. We still don't know how easy it is to pass human to human, and we still don't know that it's virulence will be sustained at these scary levels after a bit of human "passage". Disclaimer: ramblings. Rick Rick

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