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Biotech / Medical : Vion (formerly Oncorx) interesting play on Gene Therapy -- Ignore unavailable to you. Want to Upgrade?

To: Scott H. Davis who wrote (223)	1/31/2001 4:20:37 PM
From: Jim Oravetz	Read Replies (1) \| Respond to of 370

Jim, do you ever speak with mgmt at Vion? Any ongoing funding insight on Vion - plans, after a PII? (they have some cushion) How effective have they been previously with secondaries or privates? I wonder if they show continued clinical success, if they will be a good munch candidate? No recent contact. The CFO, Mr. Klien has left the company. He had been handling Investor requests. The further along the development process that they get, with good results of course, means that they will be more likely to show info the investment community. Product launches are still several years off, but IHMO, funding going forward should not be a problem. If things get tight, they may have to give up some of the future gains to get immediate relief from a bigger fish. Look what happened to VION's failed PIII drug. BI took over the trials and costs associated with it in return for more control. Jim