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


To: shero who wrote (3488)3/20/2000 8:11:00 AM
From: EZLibra  Read Replies (1) | Respond to of 3702
 
Re: <VEA will be much bigger than TNT, AKA Cotara.>

It could be. I see it as an adjunct or enhancement to any therapeutic agent delivered through the vascular system. That's a big chunk of the market but let's not overlook whole beam radiation, stereotactic delivery, surgery and probably a few other currently favored treatment modalities. I do think VEA technology will add a few billion
to the TCLN market cap eventually.

I think Cotara alone is worth the current market cap. The VTA platform could double the valuation - give us a few more licenses and some upfront money and my opinion should be tested soon.

As I've expressed many times Cotara is our Crown Jewel and I think when results are published my 13 years as a shareholder will be totally justified. TCLN can handle Cotara by itself, at least thus far, and keep the lion's share of future revenues. VEA and VTA are immense and broadly applicable platform technologies which could require vast resources to clinically develop. I don't see why the combined financial and intellectual resources of a hundred so nonexclusive licensees cannot accomplish this. And fund all of the Cotara program, as you say.

I think (and hope) the shakeout is over and am looking forward to this week. Onward and upward!