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Biotech / Medical : Visible Genetics Inc.(VGIN)

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To: scaram(o)uche who wrote (169)3/19/1998 9:42:00 AM
From: Biomaven  Read Replies (1) of 337
 
Richard,

I think the key questions are whether HIV genotyping of patients a) improves clinical outcomes and b) reduces overall cost of treatment.
Seems to me that answering those two questions is a _major_ research project that I doubt if VGINF and CPI can fund and perform alone. I also doubt that any of the individual drug companies (Roche, Merck, Glaxo, Agouron etc.) would want to fund this research, as they might not like the answers it produces. Maybe VGINF should apply for NIH money.

The question then becomes does VGINF have a viable product in this area until the above questions have been answered in the affirmative?

Why do you see the Abbot purchase of Murex as good news for VGINF? The Murex/Digene stuff is at least partly competitive with VGINF. I don't really see VGINF as an acquisition candidate by one of the big pharms involved with HIV, as they can't be sure it will help them push their particular drug.

BTW, I hope VGINF knows to knock on Sepracor's door - they just announced a new project (with ARQL) to develop PI's specifically for resistant HIV strains.

I still have a very small holding in VGINF left, currently not sure whether I should get back in again.

Peter
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