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Biotech / Medical : Techniclone (TCLN) -- Ignore unavailable to you. Want to Upgrade?

To: kmax who wrote (3481)	3/18/2000 5:55:00 PM
From: Terry D.	Read Replies (1) \| Respond to of 3702

Jim, ya gotta start reading those releases a little closer before posting. L I added to my position a little again Fri. I have to watch it or I'll get like gaddy, credit maxed and rent due. L Just funnin jack. I expect news soon, possibly early week on new or finalization of older letter of intent. The boys spent too long in Europe for a one horse show. Of course it could be those cute lil Swedish gals that kept them there longer. :) Terry Terry

To: kmax who wrote (3481)	3/18/2000 8:17:00 PM
From: EZLibra	Read Replies (2) \| Respond to of 3702

I like the 10Q. I think I'll read between the lines and add som'a disa, som'a data though. All IMO of course. It's clear TCLN is vacating Bricks & Mortar in favor of a 'Virtual Company' business plan. Call it B to V? I think it's a wise move. Oxygene has multiple trials and offices in Boston as well as Stockholm yet only has about 20 employees. They outsource everything. Coulter is another one which outsources everything but they only have one product (maybe). TCLN simply has too much technology on its plate and has picked the furthest along to develop. Maybe they are not going the distance but are going far enough to get to the pot at the end of the Rainbow. I'm talking about TNT of course, or Cotara (COlateral TArgeting Agents). The brain cancer trial is less than two years long and the rumors are extraordinary. All we have officially heard was early info (and slides) at the 6-16-98 NY luncheon and a minor press release a couple months later. It is normal to take more than a year to publish trial data in a major peer-reviewed journal (such as NEJM, Nature, The Lancet, and the like). Data is embargoed until publishing. I am expecting published data soon. I also expect Cotara to go into P III this year and at least one of the cancers in the Mexico City trial (prostate, liver, pancreatic) to commence at the P II level in the U.S. The China rumors lead me to believe a Lung cancer trial could also start stateside and I know Alan Epstein would like to try Cotara in Colon, which has a marker similar to PSA so therapeutic progress is easier to track. I understand eleven cancers have been treated in the People's Republic. I have no qualms about Schering A.G. and Oncolym. They are in total control. I think they should be and I will probably buy some of their ADRs when they list on the NYSE this spring. This link helps open eyes; messages.yahoo.com. The other TCLN technologies are platform. VTA licensing is just beginning and I fully expect 40-60 licenses over the next year or so. I expect that as new licenses are announced we will begin to hear about previous upfront fees from earlier letters-of-intent. This part of revenue extrapolation could be easy. A lot of the licensee's names will surprise us (does IMCL want to develop c-p1C11). VEA is a monster, a good monster. If just one pharma or biotech uses it successfully they all will have to in order to remain competitive. The big chemo pharma come to mind in particular, they have franchises to protect. BMY in particular. About cash on hand. TCLN is sitting on 4.5 million and currently burns 500 K a month. They can draw on another 5 mill (I no longer watch for Tailgate's mm on the level 2 because TCLN has outgrown them). Dunwoody through Eric Swartz has guaranteed 35 mill more (do I hear 50?). What's a cure for cancer worth? <ot, I don't mind saying cure because September of 98 I was in the crowd at the Cancer March in Washington and I heard Al Gore promise one in two years, then later I heard NCI Director Rick Klausner also talk of a 'cure'> In My Opinion, Techniclone is in great shape, the best ever. It has been a tough climb uphill over the years but we are now at the summit and starting to roll. Amazingly enough some of the limelight has shown on us and I think even Wall Street can see it. Another thought, a virtual (B to V) company like Techniclone which is comprised primarily of intellectual property is a lot easier to merge into another company than that tired Old Economy brick & mortar stuff. It's a great year for Cloners and IMO it's just beginning.