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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: squetch who wrote (3267)	10/30/1997 12:24:00 AM
From: Vector1	Respond to of 9719

Stan and PB, I haven't had the chance to take a look most of these companies. Hyseq is going to have a huge fight with AFFX and from what I hear they have a pretty comprehensive patent portfolio although PB you know from reading the Golden Helix that anything can happen in court. Spyros Development which is a soin off from Dura and subject to a buyback looks interesting. It is still in registration. Also I keep hearing that Nanogen is going to to go public. V1

To: squetch who wrote (3267)	10/30/1997 12:40:00 AM
From: Vector1	Read Replies (2) \| Respond to of 9719

Stan, no info on the CYTO CFO except I don't like it. This guy is not qualified to be the CFO and I read your posts on the BU connection. Very troubling. V1

To: squetch who wrote (3267)	10/31/1997 12:14:00 AM
From: Pseudo Biologist	Read Replies (1) \| Respond to of 9719

Squetch, I am answering here your question about Seragen (BU's JR Murphy). What I wrote before is pretty much the extent of my specific DABxxx knowledge. I understand this is a modified diphteria toxin. Xoma has done a lot of work on immunotoxins using Ab pieces for targeting and a variety of toxins or pieces thereof for the toxic portion of the resulting fusion protein. In the academic world Ira Pastan has also done a lot of work on many kinds of immunotoxins. There are many problems with these molecules, and I do not know if Murphy's DABxxx proteins solve any of these. These proteins are hard to produce, they tend to be very immunogenic, and it has been hard to get rid of non-specific toxicity -- the bullets ain't so magic. Regarding the telomerase Cell paper, I went back to the Geron thread and I realized you've seen the full paper already. Not much I can comment upon, except to point out the "editorial" in the same Cell issue as well as short commentary pieces in Nature and Science. Regardless of the enthusiasm of the Geron bulls, it is hard to put a positive spin on this story. Of course, this does not mean the whole theory is junk, yet. I've also heard that a second study on those KO mice is evaluating the "long term" situation; this could be very interesting. PB