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Biotech / Medical : VICL (Vical Labs)
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To: billkirn who wrote (1169)12/27/1999 11:24:00 AM
From: Scott H. Davis  Read Replies (1) of 1972
 
Bill, as a biotech investor, I'd appreciate your perspective on this. I've remarked several times in the past on this thread and others that I'm more confidant about VICL than any other developmental stage company I follow due to not only the wealth of major partners, but escecially since they have not had any clinical setbacks since I've followed. Once a med enters trials, or a partnership is established, it progresses, often slower than we'd like on the preventative technology licenses front, but nothing is cancelled.

Learned the significance with ISIP this year. Two partners ended agreements - ISIP presented great rationale, looked like things were on track, then they cancel a PIII after additional data contradicted the interim results. Tanked prime time.

Strong vol for a holiday period, another new high. Glad I held. Looks like the market is finally granting some respect. IMSCO Scott
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