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

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To: Henry Niman who wrote (2692)10/1/1997 5:31:00 PM
From: biowa   of 9719
 
Henry,

Exactly my point. Thanks for your examples from the Ligand universe. The first time I heard Dr. Ho speak on the multiple therapy chess match, or "cocktail" approach to HIV treatment, I realized that this was a direction that many disease therapeutic approaches should be moving. I think we are starting to see that, and I think that part of the success in future clinical development programs may be in bundling new candidates with the proper co-agents, and demonstrating the efficacy of that combo. Alternatively, this will remain the province of PIV trials.

Another trend I expect to see emerge, especially in the areas of infectious disease and oncology, is the use of evolutionary strategies in developing therapeutic approaches. Can we use selective pressure on infectious agents and tumors to either (a) force them into a corner where they can be ultimately eliminated, or (b) direct them into more benign strains or states? Rather than these disease agents using mutation/selection/evolution to escape our static therapies, why not use these forces and our intellects to develop dynamic strategies.

Right now, however, we'll just worry about getting a few more biotech-developed products approved.

biowa
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