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Biotech / Medical : VICL (Vical Labs) -- Ignore unavailable to you. Want to Upgrade?


To: D. Chapman who wrote (1087)7/31/1999 4:59:00 PM
From: celeryroot.com  Read Replies (1) | Respond to of 1972
 
no need to check anything.....your responses reveal enough.



To: D. Chapman who wrote (1087)7/31/1999 11:37:00 PM
From: Pseudo Biologist  Respond to of 1972
 
Re. <<To all who disagree w/ my OPINIONS, let's just wait it out a few days and see who's right>>

Who is right about what? Price going back to pre-Merck story jump (so you can cover your short -- nothing wrong with that, and good for you if make some money in the process)? Or right on the cancer programs shown to be no good, ... for good? The latter may take more than "a few days" -g-

Ignoring several problems with your initial post to this thread (the worst being the use of fixed font and those disgustingly loooong lines -g- how rude!), let's try to look for some substance therein.

First, I am not too excited about the cancer programs either. They have gone very slowly and the reported results to date are not very impressive. I regret to say that you could be right in saying that "this company will (n)ever produce a viable cancer treatment," at least not in the Leuvectin and Allovectin programs, which, by the way, do not use "naked DNA" proper, as the genes in this case are "dressed" by some lipid stuff (I have not looked into this in a long while, so excuse my use of the word "stuff").

Second, as you know well, the jump on Friday was due to the Merck news on their moving on their HIV collaboration (the existence of the collaboration on HIV, influenza and other areas is *not* a rumor, of course). Ironically this is the one application of the "naked DNA" technology you seem more positive about. This is not the only vaccine application of Vical's technology in development, the malaria one with PMC being also very interesting.

Third, in your first post you said something about this "naked DNA" not being something "new." Sure, not new today, but that is thanks to Vical scientists who developed (and patented) the concept and general applications a few years ago. Should be easy to dig out the Science paper late 80s, early 90s.

Last, I'd interested in your opinion (positive or negative) on the prospects of this technology to the delivery (I suppose transient?) of genes such as VEGF and related (see the work by HGS and Jeffrey Isner, for example) in the cardiovascular field. Not all of these projects are Vical collaborations, but the ones using "naked DNA" are thought to require a license from Vical at some point.

Good evening,

PB
(neither long nor short)



To: D. Chapman who wrote (1087)7/31/1999 11:52:00 PM
From: Scott H. Davis  Respond to of 1972
 
Just checked your profile & several things stand out.

#1 not a single post to a biotech thread before tonight.

#2 Occupation - trader.

#3 Investment style - opportunistic

#4 favorite quote "All warfare is based on deception"

kinda is at varience with your posts on VICL. Scott