Message 5472390
To: Davis Marshall (104 )
From: Richard Harmon Tuesday, Aug 11 1998 10:09PM ET
Reply # of 105
Davis:
Very busy, and Netcom customers were actually shut out of SI for the past two days. I think you'll need to distill everything to threadbare facts and present them (if anyone in the thread objects, please say so..... this isn't the TCLN thread) here, one at a time. I'm not going to wade through posts in the TCLN thread, and I prefer public to private discussions.
Checked on the background of the new CEO. He almost took Xytronyx (now Pacific Pharmaceuticals, correct?) to being delisted??
Market cap of 60M and almost no money?
I'm always willing to have someone feed me a bargain. However, just because a physician in Texas says that TNT is great is no reason to bite. If you'll look at issues like BTRN, SIBI, and OSIP that are selling at near-book and which have potent science/infrastructures, you can understand why many of us don't have time to chase to Yahoo or to you for material that needs distillation. You'll need to present the good chunks, unadorned, and forget the chunks that float to the top of the PR cesspool. I'm certain that many here would like to hear the story, presented in a concise fashion. As you know, I'm leery of companies that have sustained the sort of funding hit that TCLN has endured.
Again, if anyone in the thread objects, tell me to get lost. Davis.... you will have an extremely critical and capable audience here. The scientific manpower that can be SI-focused on a given issue is awesome. Given low-priced stocks where there is little coverage, that focus might be a bit harsh.
Rick
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Well, Vector1 and Rick are part interested - not objecting to being handed a bargain. Although Rick says "$60m market capitalisation and no money", he hasn't been around for so little time that he doesn't know no money isn't an insurmountable negative when the technology and markets are red hot. [Rick likes multiple negatives] There is no hotter market than a cancer cure. The problem is coming up with the red hot technological goods.
Reputable people seem to think TNT is close to a red hot technological good.
I imagine he might yawn a little over Oncolym, since the number of patients are relatively few, and will be shared among chemotherapy, Rituxan, Bexxar, Y2B8, possible vaccines, telomerase markers, a new secret universal marker, antiangiogenesis, cod liver oil many of which, including Oncolym, might have a window of opportunity of only 5 years before some super treatment comes along rendering the others obsolete. A lymphoma virus?
Individually tailored vaccines seem the best way to get a high kill rate in distant and minor metastases with negligible collateral damage, despite golfdad97's pointing out that the variety of antigen expression within a single person is large, and who in any event must be individually treated with a vaccine distinct from anyone else.
So Oncolym might be of some use, but not enough to make TCLN a $50 stock.
But come in TNT! After shooting up with an 80% effective individually tailored dendritic cell vaccine, you give a CHOP dose or two which scavenges out most of the rest. A TNT dose which demolishes significant tumours. Maybe some Rituxan too to get some of the CD20 cells. Maybe one other to finish it off.
That's for some NHL types.
But TNT can play the same role in a large range of solid tumours - or was it all of them since it targets the necrotic cells. An enlarging target as the tumour dies. While not a solo treatment because it won't get all the distant metastases, it will do a 90% job on the major tumours, leaving minor tumours [of melanoma, colon or whatever] to be cleaned up by something else.
TNT would treat millions of people. Compared with only 10s of thousands for Oncolym.
So, how about some people who know answering his questions please. I'm hanging around because I think Techniclone could well be a technical and marketing winner and it also could be a real bargain - both of which I like.
But I don't know enough to be sure.
Please, please, please, somebody answer Rick and Vector1, Pseudobiologist, Bennet, and anyone else who might have some serious critical skills.
Maurice |
