Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : Gliatech (GLIA) -- Ignore unavailable to you. Want to Upgrade?

To: Jesse Schulman who wrote (930)	9/7/1999 1:57:00 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 2001

H3 (GT 2331) has completed multi-dose phase I, and the company has budgeted a phase IIa for this quarter (don't know if they'll make it). You're correct, near-term additions to the product line would come from Adcon-P and/or Adcon-T/N. The Adcon-P trials are pivotal, of course. For potential competition, you'll want to look at LCBM and determine if they would be expanding/creating a market that GLIA could then grab or establishing market share that would be forever poof. The Janssen projects have become a perpetual sore point for me.... the molecules have been being optimized for preclinical testing for two years now. The drive forward with the anti-properdin MAb is obviously sincere, and I've written to IR asking about the transporter publication and if that is indicative of more pipeline fill to come. No answer yet.

To: Jesse Schulman who wrote (930)	9/7/1999 2:35:00 PM
From: RCMac	Read Replies (1) \| Respond to of 2001

ITSS, Although you've "read the thread" etc., there's a lot of thread and etc. Here are links to a few highlights for you and anyone else who's tuned in recently: An excellent 4/99 overview of GLIA, by NeuroInvestment: neuroinvestment.com Rick Harmon's summary of the GLIA conference call re 1Q99 earnings: Message 9106997 Rick's summary of conference call re 2Q99 earnngs: Message 10691976 A summary (by Spyros1950) of the May 19,1999 annual meeting, at this Yahoo post and the next couple of posts: messages.yahoo.com Summaries of last year's annual meeting (5/20/98): Message 4679870 and Message 4553245 There is a series of posts by BioFreak2 (a/k/a Rick Harmon) outlining the "top ten reasons to own GLIA" on the Yahoo GLIA board, starting at #2656: messages.yahoo.com Also: "Not counting Adcons other than -P, the company now has at least five development programs, one of which is in pivotal human trials and one of which has completed single-dose phase I. I suspect that the H(3) news has gotten better and better, and that Oesterling is making a grab for independent pharma. Given their structure and the current mood for M&A, I see nothing but upside from this for risk-loving investors." Message 8362590 (and other discussion re pipeline). Total U.S. surgeries annually in the six categories addressed by the Adcons were in the 5/98 S-3 excerpt posted here: Message 7671563 (these 1995 figures add up to 6,910,000 surgeries annually). In addition, GLIA announced on 6/15/99 that it is seeking to expand the use of Adcon-L to breast implant/reconstruction surgeries (300,000 annual U.S. surgeries): biz.yahoo.com Hope this is helpful. --RCM