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Biotech / Medical : GZMO -- Ignore unavailable to you. Want to Upgrade?

To: keokalani'nui who wrote (395)	8/15/2001 12:57:32 PM
From: Icebrg	Read Replies (1) \| Respond to of 438

Wilder >>I hate to say it but you can be sure that the recent article is very unsettling to GZMO, and me. :-(>> I feel the matter is somewhat overblown. At least until there are more details. My considerations. 1. The dendritic/tumor cell fusion program is but one of the programs GZMO is working on. They even have other types of cancer vaccine programs under development. It is true that the fusion programs seem to have great potential, but they are not a life and death matter for the company. 2. It is not clear to me exactly what the claims are and what their implications are for GZMO. There are evidently claims that the results presented by the German group have been falsified giving the impression of good trial results when there were none. On the other hand the fusion technology as such is not a German development. It has been developed in the US by Dr Kufe at Harvard together with some collegues. Evidently Dr. Kufe has spent considerably time on this technology. Shouldn't someone in the US development team have noticed that the method did not seem to work? Or are they all part of a big US-German conspiracy? Are the questionmarks now hanging over the fusion technique as such. Or just over the electro-fusion process used by the Germans. As you know Dr. Kufe and GZMO have so far been using another chemical process to fuse the two cell types together. GZMO has quite aggressively started up three phase I/II trials with the chemical fusion method and are preparing to start two more using the electro-fusion process. Is it really probable, that despite all the work put in by first Dr. Kufe and collegues and then by GZMO, that vaccines manufactured using the fusion process do not work. To me that does not sound probable. Sure they must have had some ideas that the thing worked before starting up three different clinical trials more or less in parallell. If there had been doubts about efficacy matters, I suppose they would first have tried it with one type of cancer to find out if they were able to see any kind of biological activity before launching a "full-scale frontal attack". If the problems lies with the German electro-fusion process this will not be a big issue at all. The trials at GZMO have not even started yet. If the problems lies with the fusion process, they will of course have burnt some funds and spent some brainpower to little use. But there are enough interesting projects in that organisation to make it an interesting investment. Their market cap is actually less than 200 mUSD. Ice