Trev:
AVXT.... I avoid companies that have patient-specific business plans. It always seems to be more difficult to make money than planned.
A crude vaccine, it works. Being close to the issue of immunogenicity and spontaneous cancers, I'm not certain that I buy their explanation for why it works. Some would say that my focus on immunogenicity should be separated from "antigenicity". That is, a growing tumor doesn't elicit an effective immune response, but it could be antigenic. For most spontaneous cancers, this is pure BS. For human melanomas, I'm not certain. I prefer vaccines that use purified, tissue-specific proteins such as the efforts of Rosenberg et al., largely funded by GZMO.
Nonetheless, while it's not my type of investment, I'm very glad that efforts like AVXT exist..... my type of company, and I hope like crazy that I'm not correct about long-term prospects as an investment.
BioTherapeutics, Franklin and Memphis, was the first of the patient-specific biotechs. Good science, couldn't make the business model work. There have been many attempts since that time, and not too many are thriving.
>> bait for the sucker fish <<
definitely not.
>> an explosion waiting to happen? <<
Lots of stuff explodes in biotech. One can only point to long-term promise, and I'd guess that any AVXT explosion would be followed by a sobering reality. Would sincerely like to be very, very wrong.
Peter's thread, but.... I doubt that he wants to field a bunch of company-specific questions.
Good luck.
Rick |
