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Biotech / Medical : Gilead Science (GILD) Followers

GILD 122.59

+1.2%

Jan 12 3:59 PM EST

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To: Doug Meetmer who wrote (274)	4/28/1997 4:14:00 PM
From: scaram(o)uche	of 961

CMV occurs in only the most severely of immunosuppressed patients. The mechanisms for immune suppression of herpes viruses are potent, and it takes a tremendous insult to overcome them. These patients are largely already converted to triple drug regimens, and they are either getting better or dying. I agree with Rick (the other Rick), the market may return as patients fail HIV therapies. Let's hope not. The same arguements hold for topical cidofovir and herpes in immunosuppressed patients. GS 840 and PMPA are on target, however; HIV as a chronic, manageable disease would require different and better hammers. GS 930 would, IMO, cannibalize Vistide and further "do in" the Chiron product and other competition. However, it's also targeted for CMV. Looks like HBV and HIV plans are intact, but CMV is going to sputter. Analysts have seen this coming for months, and it's already largely discounted. I'm interested in knowing more about the herpes trial for topical cidofovir in normal (non-immunosuppressed) individuals and about the current status of PCA.

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