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Biotech / Medical : Techniclone (TCLN) -- Ignore unavailable to you. Want to Upgrade?


To: Maurice Winn who wrote (980)12/31/1997 7:43:00 PM
From: EZLibra  Read Replies (1) | Respond to of 3702
 
Very, very good( from one layman to another). But the 6-9% CR is only in low grade NHL. There is no word on any CR's in IM/Hi grade. Rituxan is a result of some very good science and a good antibody but it is only a niche market. Some analysts have misled the public into thinking that Rituxan will be used on all NHL. Rediculous.

It is likely that low grade NHL will eventually be treated with a Rituxan/Bexxar(Y2B8) or Oncolym/Lym-2 cocktail, or some combination thereof. Discovering the specific antigen to treat a specific NHL grade and stage disease would be ideal, of course, and somewhat parallels the history of monoclonals - There were two schools of thought; one espoused by Ron Levy in San Francisco who believed that each moab should be tailored to the individual (something akin to Idec's first NHL moab, called Specifid). The other was championed by Alan Epstein at Southern Cal and essentially said that it was more practical to treat most of a disease population generally than use limited resources on individuals. Virtually everyone in the business uses this method now. It is probably the reason Idec's analysts can claim they will treat everyone.

On another parallel, the same modus operandi applies to TNT. Dr. Epstein has 150 different antibodies to various cancers in his laboratory freezer. When time and money allow they will be developed to treat the percentage of solid tumor cancers not put into remission by TNT.

Happy New Year and to a great '98!



To: Maurice Winn who wrote (980)1/2/1998 10:11:00 AM
From: shero  Read Replies (1) | Respond to of 3702
 
Hello, Party Animal. I am, if invited, definately spending next New Years Eve with you. Your posts about the FDA reminded me of a joke. What do US citizens and Russians have in common? They are both free to criticize our government. Of course the FDA deserves every bit of criticism and more. TCLN's mgmt does too. 10 years of LYM-1 trials. Its been almost 3 1/2 years since we got the go ahead for a phase 2/3 trial and we are still not in the phase 3 part. Well that is all going to change, not a moment to soon.

No one will sit down with this current mgmt to negotiate a deal, not with new mgmt waiting in the wings. And everyone hates Stone anyway. The Board votes on the 12th, or thereabouts. I don't know if there is going to be a delay in the announcement, but someone here or on AOL will post it.

Happy New Year to all, and especially Mr. Davis. Have your broker check Bloomberg this fine first morning of trading in the New Year. TCLN's former directors, Shepard and Moding have a special present for us--more proof that they can't manage their private financial affairs.
What I'm saying, in English is that they filed 144 intent to sell. And of course Lon has been a seller a along. I believe several others filed too. I'll post it when I get the fax.

PS: The insider selling has nothing to do with the outlook of the company, which IMHO has never been better.