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Biotech / Medical : VICL (Vical Labs)

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To: billkirn who wrote (1076)7/30/1999 9:52:00 PM
From: Scott H. Davis  Read Replies (1) of 1972
 
All: A couple thoughts. A buyout is very likely due to the number of partnerings VICL has established. Great validation of technology, low burn rate, but trying to unwind the partnerings would be tough. Very disappointed the WSJ article did not mention VICL (I read it on the plane) But on squakbox this a.m. Joe Kearnan (sp?) spoke of VICL and it's naked DNA tech (I think he does most of the biotech comments there)

Finally on the P&D reference - how totally absurd. P&D's are a OTC phenomenon, where the company it self puts out great sounding (to the unlearned) hinting about wonderfull things to come, negociatins, joint ventures... but never hard contract/$s kinda stuff.

VICL and MRK do have a clear licensing agreement, involving real $s. One of the reasons they are so strong financially for a company that has several clinical trials going and no drugs/vaccines on the market yet.

P&D? Get real. IMSCO Scott

Vical jumps on report of Merck work on AIDS vaccine

biz.yahoo.com
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