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Technology Stocks : Silicon Valley Group
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To: SemiBull who wrote (2840)7/12/2000 10:14:22 PM
From: Ian@SI  Read Replies (1) of 2946
 
OT re Biotechs,

Highlights of VLGC:

They have a better test for optimizing the AIDS cocktail being prescribed for AIDS patients.

Complexity is increasing as:

more antiviral drugs gain FDA approval;
more mutations of the HIV virus;
varying degrees of drug resistance develop;
cases increase.

Current price for a test varies from about $700 to $900. This will increase as the number of AntiViral drugs increases.

There are currently 350,000 AIDS patients in the US.

The VLGC test is Phenotypic. Others are Genotypic. A genotypic test detects the presence of a specific Genetic mutation in the virus, then gives a YES or NO answer to the Drug resistant question - an answer which may be incorrect and suboptimal in determining a patient's treatment.

The Phenotypic test measures the actual resistance of the virus to the various drugs permitting the doctor to optimize the "cocktail" for the specific patient's current condition.

Each patient will require about 1.5 tests annually.

VLGC is starting with close to 0% market share and can only go up from here. :-)

VLGC has Phenotypic tests under development for both HIV B and HIV C in addition to its HIV test. Potential patient population is more than an order of magnitude larger for those viruses; and antiviral drugs are rapidly being developed which is greatly increasing the need for VLGC's product.

If you have any questions, there is a VLGC thread here at SI which I monitor. I'd be happy to meet you there and spare the SVGI devotees any further off topic posts.

Regards,
Ian.
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