SI
SI
discoversearch

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 : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?


To: keokalani'nui who wrote (3179)3/23/2001 5:28:01 PM
From: scaram(o)uche  Respond to of 52153
 
Very, very, very surface answer, as I haven't looked at IMCL closely in ages (I tend to avoid companies that are working in my own area -- too close to home?).

Small molecules are cheaper to produce and easier to administer. Take, for example, the project at OSIP that is directly competitive with 225.

OTOH, it is my opinion that many signaling pathways share components, and that the "specificity" of a differentiated cell is dictated by the proteins that it displays on its surface. This would imply that fewer tox problems would be encountered by blocking or tickling with a MAb.

For one, my absence from the IMCL thread does not imply a lack of respect or interest.



To: keokalani'nui who wrote (3179)3/23/2001 6:19:28 PM
From: Biomaven  Read Replies (1) | Respond to of 52153
 
Wilder,

FWIW, I still own a small position in IMCL that I've held for ages. Sold part last year at much higher prices than now.

I haven't kept track of it as well as I should have - care to give us a brief update? Any idea when they'll submit a BLA for c225? Any recent clinical updates?

Peter