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Biotech / Medical : Biotech Valuation
CRSP 53.22-0.6%10:15 AM EST

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To: Biomaven who wrote (9670)12/5/2003 5:04:53 PM
From: keokalani'nui  Read Replies (2) of 52153
 
While we're (still) on the Flu subject, even though it is far away, one might keep in mind crxl's whole-killed (could also describe the shareholders!) program. Over the last 2 years they've proven to themselves perC6 can grow every flu strain and have darn near proven to themselves it would give scalable mfng for millions of doses at a single factory cost of E40mm. Aside from egg allergy and fewer impurities, which I don't take to be serious marketing advantages, they are working to design their system (basically requiring the making of their own medium) to respond to new (or imminent) viral strains much more quickly (don't need to wait around for the eggs) which clearly would be a marketing advantage. Expect it in humans 2005. They claim as short as a 2-year clinical development period.

While I'm on the subject, the malaria vaccine program though merely subject to a R&D K with GSK will have a go-no-go based on animal data 1H04. A positive result would look like the announcement of a true joint development collabortaion and would have a big effect on the stock price IMO. Lots of reasons why GSK would like it work.

FWIW.
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