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Biotech / Medical : Techniclone (TCLN)
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To: Maurice Winn who wrote (980)12/31/1997 7:43:00 PM
From: EZLibra  Read Replies (1) of 3702
 
Very, very good( from one layman to another). But the 6-9% CR is only in low grade NHL. There is no word on any CR's in IM/Hi grade. Rituxan is a result of some very good science and a good antibody but it is only a niche market. Some analysts have misled the public into thinking that Rituxan will be used on all NHL. Rediculous.

It is likely that low grade NHL will eventually be treated with a Rituxan/Bexxar(Y2B8) or Oncolym/Lym-2 cocktail, or some combination thereof. Discovering the specific antigen to treat a specific NHL grade and stage disease would be ideal, of course, and somewhat parallels the history of monoclonals - There were two schools of thought; one espoused by Ron Levy in San Francisco who believed that each moab should be tailored to the individual (something akin to Idec's first NHL moab, called Specifid). The other was championed by Alan Epstein at Southern Cal and essentially said that it was more practical to treat most of a disease population generally than use limited resources on individuals. Virtually everyone in the business uses this method now. It is probably the reason Idec's analysts can claim they will treat everyone.

On another parallel, the same modus operandi applies to TNT. Dr. Epstein has 150 different antibodies to various cancers in his laboratory freezer. When time and money allow they will be developed to treat the percentage of solid tumor cancers not put into remission by TNT.

Happy New Year and to a great '98!
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