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Biotech / Medical : Ciphergen Biosystems(CIPH):

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To: mact who wrote (84)11/16/2002 1:11:47 PM
From: tuck  Read Replies (1) of 510
 
Personally, I think the one put together by the Virginia group -- to which CIPH has more direct commercialization rights (with the Correlogic test, I believe all CIPH could do is supply the chips) -- looks better.

Message 17979622

At least, superficially. The patient population is not well described in that one.

I agree that recent tweaks in the measurement of various parameters of PSA have gotten pretty good (see various articles in the October issue of Urology). However, all these measurements are expensive, and a test of the sort CIPH and Correlogic are exploring would likely have better cost/benefit as a first line screening tool.

Have you looked at the results of the various multiple biomarker studies? Am I all wet in believing that some are ready for prime time? The company has said it would pick the two most promising ones for commercialization. Which would you pick? At the moment, I like early detection of breast cancer (the Johns Hopkins study). It's also a big market, and the cost/benefit is less murky than with prostate cancer screening.

Message 17871228

Not sure at this point what else I'd shoot for.

Cheers, Tuck
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