Genstar GNT(formerly UroGen)-- an interesting speculation Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : Genstar GNT(formerly UroGen)-- an interesting speculation

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Lee who started this subject	5/21/2001 11:00:53 AM
From: Paul Lee	of 100

from Barron's today GENSTAR THERAPEUTICS (GNT)Cardiologist and hedge fund manager John Nicholson recommends the gene-therapy company, which he says has apowerful product for delivering genes into target cells.Friday Close: $5.10Net Change: Up 28 cents% Change: 5.8%Volume: 16,100 Shares MAY 21, 2001 Health-Care Roundtable -- Part II Roundtable Part IQ: Dr. Nicholson, tell us about some stocks. Nicholson: I'm particularly fond of Genstar Therapeutics. Genstar is a gene therapy company. You might think immediately of the fellow who died from gene therapy in Philadelphia. But I think the cloud over the industry is lifting. There was some data presented on cardiac gene therapy at the American College of Cardiology, and while it didn't show great efficacy, it certainly did show safety. The exciting thing about Genstar is that it has a really powerful second-generation vector -- or delivery vehicle -- for inserting helpful genes into target cells. It is a gutted adenovirus. The virus genes are removed from the virus, leaving just the shell. This shell has the capacity to deliver a large number of genes or biologics, or proteins. The first area that they are going to test this in is in Factor VIII Hemophilia, which is a huge market. Only 25% of hemophiliacs are actually receiving treatment. Beyond hemophilia, Genstar can take this gutted adenovirus and plug in many genes. For example, Merck recently utilized the first generation adenovirus factor in an HIV vaccine in non-human primates. The Genstar system actually has nearly four times the capacity to incorporate additional HIV antigens, and obviously that would enhance efficacy. This delivery vehicle is being tested both as a vaccine in HIV and in prostate. From a stock perspective, it is encouraging that a Genstar director just bought a chunk of stock.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next