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Biotech / Medical : Techniclone (TCLN)

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To: EZLibra who wrote (963)12/31/1997 1:41:00 AM
From: Maurice Winn  Read Replies (1) of 3702
 
Davis, this guy, thorn though he may be, can't decide the price of the shares other than by buying or selling. If he sells, to try to force the price down, to punish his nemesis, then that is called cutting off your nose to spite your face. Such a person will find they own no shares, having sold them at a discount to real value and the share price, after they are cleaned out, will rise.

If he buys, to force the price up, then once he is sated, out of money or the price is too high and he gives up, then the price will fall again until buyers and sellers are in balance. As you can see, I don't put much store in that concept. I think the price is more to do with a lack of confidence by the broader investing world in Techniclone's overall position. Of course management issues are part of that.

I've read some of the home page thanks, more to go. Lots more. Yes, I'm in NZ, which is where I'm from and where I live.

Techniclone has competitors in Bexxar, Rituxan, Y2B2, anti- angiogenesis and others. I131 treatments seem common. The TNT and other treatments are a bit distant still and the main test of the company seems likely to be its management of and success in I131 treatment of NHL.

I won't ask you to repeat what is probably waiting for me to read elsewhere, but the important issue [apart from internecine warfare] seems to be the competitive position of Oncolym.

Antiangiogenesis to kill off larger tumors then Rituxan or similar non-radioactive monoclonal antibodies seems a cleaner and more effective way of curing Non-Hodgkins Lymphoma. I realize those treatments are not available yet, but the prospect limits the money making period for I131 treatments. Maybe only 5 years.

Incidentally, I've previously been in discussions in communications about cellphones and brain cancer. To be talking about hundreds of millions of times the amount of radiation which people endure from cellphones seems incongruous. Customer resistance to radiation and the leukemias and other cancers which result would be significant. People don't like to see the doctors dressed up in massively protective gear and the stuff goes right into your veins!

I remain to be convinced that I131 in general and Techniclone's in particular is the real oil. For more than a few years. It beats cyclophosphamide, vincristine, adriamycin and prednisone with bulk untargetted radiation though.

Good luck to Techniclone,
I need it.

Maurice
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