Aviron Message Board - Msg: 1770078

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Biotech / Medical : Aviron

AVIR 3.065

+1.2%

Nov 26 3:59 PM EST

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To: STEVE who wrote (16)	7/15/1997 11:11:00 PM
From: A.J. Mullen	of 645

There are two other companies working on this, Gilead and Biota. I have stock in Biota, a small Australian co. It seems to my biased eye that the Oz approach is cleverer. It is allso in Phase 111. I think they are targeting old people initially. Their drug interferes with an enzyme used by the virus - the belief (and hope) being that the enzyme is less malleable b/n strains. The Aviron technology will require informed and timely guessing on the part of CDC to determine what starins to protect against. Biota is tied with Glaxo-welcome for the development and marketing of its drug - also delivered nasally. They also have an agreement with a US company to produce a test for the virus. Basically Biota has a small molecule that will bind with an enzyme that the flu uses in its reproduction, thus stopping it; the test will involve adding a marker to the molecule. Gilead's drug is designed to be orally administered. they are also tied to a big pharma, I forget which. H& Q are very keen on Gilead. AJ

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