Hi James, I'll try to look at Shaman.
Your right about GILD not being 4-5 years off for CMV?, herpes?, if it works that is. But my point is that antisense is a new treatment and it would tend to be resticted at first to more seriously ill patients. This is due to it's target (Binding to mRNA to prevent translation to a viral protein needed in it's capsule or needed to reproduce, for example. This raises the possibility of a long term adverse effect that might not be anticipated. That's why a justifiable caution would be in order for otherwise HEALTY patients with oral herpes, for example. The drug could be mutigenic an a developing fetus in the mother.
Did you hear that hybidon used antisense directly on mutated DNA in a thalasimic cell culture. The make defective hemoglobin. By blocking the abnormal spicing gene, they correct the defect. The news release said it repaired the DNA, but this is not strictly accurate. It merely blocked the gene, and the drug would have to be given from time to time to continue the effect. If this works in humans without serious side effects, there are many genetic diseases that could be very successfully treated to relieve the symptoms. This could be one of the biggest breakthoughs in medical history. You could block cancer from spreading or stop it in it's tracks. But first, there are many hurtles to jump. Like many promising tech, they do not usually live up to the promise, But this area is definitely worth watching.
In the meantime Lidak, if it can get this phase 3 study to show the positive results it looks like it could, would have an open field for a long time and would continue to have a good niche even if other drugs came along eventually. |