To: mike head who wrote (32 ) 1/7/1998 8:41:00 PM From: Pseudo Biologist Read Replies (3) | Respond to of 108
Mike, nothing much to say. I called the company a couple of weeks ago and got their material: 10Q, press clips, prospectus. Got up to date, sort of, on what's known about the mode of action of T20 by doing a few literature searches. As you may know crystal structures of three different versions of what is called the "core" domain of HIV protein gp41 were reported last year. This "core" domain includes the peptide that roughly corresponds to T20. It's possible that these 3D pictures (aka crystal structures -- not sure of your biology/chemistry background, so please yell if this is too slow or too fast) will make it easier for someone to design small, orally available, molecules that may act like T20. The latter is a polypeptide and as such has to be given as an injection or in an implantable pump for sustained release into the blood stream. Also, in a recent article in PNAS a group from Genentech described what could be called an improved version of DP178, which is the old name for T20 (T= Trimeris, DP= Duke peptide, I'd guess). I say "could be called" because the Genentech peptide looks more potent than DP178 in some assays, but not in others (this after my very superficial reading of the paper). It's not clear if Genentech scientists are just having fun with this, as they are known to be prone to do, or if there is a serious drug development program pursuing this line of development there. Either way, it's very doubtful they would take that peptide into development at this point. Finally, one of the press clips also mentioned another North Carolina/HIV company, Triangle (VIRS), of which I knew zip. VIRS shares have been on fire the last few trading sessions. PB