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

To: scaram(o)uche who wrote (10703)	2/28/2004 12:40:52 PM
From: scaram(o)uche	Respond to of 52153

siRNA.... a collection of reborn companies (crap that is floating..... CytRx, the Colorado pile.... forget the name, etc.) and reagents companies that see an op in running thru the IPO window carrying the banner of "latest, greatest". There are companies that try to make incremental contributions to medicine, and then there are science projects. Biotech investing is 10% about avoiding the science projects, and 90% knowing them and their traders.

To: scaram(o)uche who wrote (10703)	2/28/2004 12:48:40 PM
From: keokalani'nui	Respond to of 52153

There are some published reports of anti-Reolysin (sic) immune responses. I didn't notice those mentioned in pull-da's report. Personally I'd like to see that sort of cut and paste on the company specific thread.

To: scaram(o)uche who wrote (10703)	2/28/2004 2:59:06 PM
From: zeta1961	Respond to of 52153

<<So, how is this lab experiment going to translate to patient benefit?>> A huge ????? mark...had oncy not had the preclinicals and more importantly the glio patient trial...albeit small...but indeed mind staggering that even 3 patients had those survival times...impelled me to probe further... That said, while still digesting yesterday's news...I'm definitely in a quandry...do I get out in the near future with a 125% profit and let the others possibly hit the jackpot(to paraphrase Peter)...I absolutely concur with you re: too many failures in humans...my concern is that there must be a narrow margin of tolerance for any side effects in this systemic trial(immunogenicity the paramount concern)...it wouldn't take much for trials of this nature to be halted...I think I answered my own question as I write this...going to watch what price does in wake of this news and get out while I'm ahead... I own INGN too...and certainly nervous since they are attempting something that's never succeeded before, compiling their final BLA submission data as we speak...but their extensive human trials and their collaborators both here, Japan...and also word from my own sources saying it will most likely be approved for head/neck...and insiders own 61%...I'm holding on to this one since I can keep an eye on it...but I don't have sources in Canada or England to give me a bird's eye view of Oncy's systemic trial... From a mgt perspective re: ONCY, it's my view that they've been slow on the uptake...I have no problem with a graduate student who really feels he's made an important discovery starting his own company...but definitely get someone in there who knows about not only biologics, but also the regulatory issues...they've missed guidance to shareholders because of their own naivete re: laborious task of getting a compound from test tube to human...OTOH...they've improved slowly on that front...getting a Scientific Advisory Team together last year with some known in the field like Alemany from M.D. Anderson...If I posted this on the yahoo board, it would be the equivalent of Galileo telling the world that the earth indeed is round and not flat... I didn't know you were an immunologist...good to know... Regards, Zeta