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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: Andrew H who wrote (1167)6/12/1997 12:05:00 PM
From: Pseudo Biologist   of 9719
 
Andrew, there is yet another NHL drug in advanced clinicals. It is called lym-1 or Oncolym and it is being developed by a small outfit out of Southern Cal named Techniclone (TCLN). This one is also a mouse monoclonal conjugated with a radioisotope. I am told by the TCLN fans that IDEC's and CLTR's drugs are being (have been) tested for low-grade NHL (this matches IDEC's 10K and CLTR's press releases), while Lym-1 is targetting primarily intermediate- and high-grade NHL (they have a nice web page with all sorts of antibody pictures and general explanations of MAb technology techniclone.com ). I posted some stuff in the TCLN thread a few days ago and there are a couple of interesting follow-up posts. I am still trying to figure out the market sizes for the different types of NHL.

If you check the TCLN thread you'll notice that quite a soap opera has been going on for some time. I think the company is legit but the trading of its stock may not have been totally kosher (just gut feeling, no hard facts). I don't have shares on any of these puppies; Ligand, Sequana, Isis, and a few others look so much better to me anyway. And thanks for the nice comments on the Isis thread.

PB (the poster formerly known as Max B)
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