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Biotech / Medical : MEDX ... anybody following? -- Ignore unavailable to you. Want to Upgrade?

To: Exacctnt who wrote (521)	8/21/2000 10:01:03 PM
From: Mel Spivak	Respond to of 2240

MEDX CEO interview streetsideinvestor.com

To: Exacctnt who wrote (521)	9/9/2000 9:30:03 PM
From: Mel Spivak	Respond to of 2240

AVN - AVN's tech distinguished from MEDX : this is from the Yahoo MEDX bd: Re: Thanksfully, Mouse APC's to Mouse T by: biotechwolf 9/9/00 8:29 pm Msg: 37454 actually i am long on AVN, I suspect that they are worth more than the 2.75 I paid for it, but let's not get carried away, that doesn't mean they will compete with MEDX in any way in the next few years. They will do allright with those "niche" markets though. I got nothing against Xenerex, I'm just trying to put things in perspective for those that think that this is better than MEDX as it stand right now. Beleive me I am very aware of all the literature on the subject of SCIDhu SPL and PBL mice as well as just how good the MEDX abs to human Ag targets can be....that's my job. I don't want to be more specific because I prefer to remain anonomous (sp?), . The AVN mouse will do well to generate recall Ag specific Abs (e.g., anti-RSV, anti-adenovirus, etc Abs) which are nothing to sneeze at, but certainly not the same degree of market size and potential profits as anti- human cancer, immune modulating. etc, targets. Perhaps eventually the technology will be able to do the same, but by then MEDX and/or ABGX will be creators of several potent drugs in clinical trials. Now for your lessons: "Trangenic mouse is old and expensive technology" Actually it is quite cost efficient when you consider the reduced time from target to clinic. Maybe that's why every major Pharma and Biotech are beating down their doors to generate Abs to their proprietary targets. "Do you have to fish through mouse antibodies?" No, you just use ant-human IgG to find the clones that are human and you ignore the rest. But, I did not have to do any of that, MEDX just hands us purified Abs, all of which are specific to our target and VERY high affinity, e.g., 10e-9. And it didn't take long at all either. No longer than generating a mouse hybridoma to a target of choice. "The data suggest that anti cd4 antibody blocks affinity maturation. Wouldnt this suggest T cell help????" yes, but these are RECALL Ags, there are already T cells that exist in the human spleen that are reactive to RSV BEFORE they go into the SCIDS. "Why would a mouse antigen presenting cell be better at presenting antigens than Human apc's??" The APCs aren't better, it is simply a matter of human T cell TOLERANCE. If it were easy for human T cells to respond to human Ags, we'd be in a world of sh*t, if you know what I mean. This too may be overcome, (see Coccia and Brams, 1998, in J Immuno), but, this is a tough thing to do with regularity to any human Ag of choice, and as MEDX does quite easily right now because the mouse T cells are NOT tolerant to human Ags. I know, I use MEDX Abs just like that. "P.S. have you seen AVN move since you have doubted AVN it was at 3 when you first bashed them. Now at 6 13/16 ??" Big deal. Increasing stock price does not mean anything. They were $9. Since it is lower now, does that mean the technology is now not so good as it was two days ago? Anyway, good luck to you and AVN. I honeslty hope they do well, but I can't let misinformation stand unrefuted. Peace Wolf Posted as a reply to: Msg 37445 by high_affinity_antibodies_50_days