Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : NexStar Pharm(NXTR) -- Ignore unavailable to you. Want to Upgrade?

To: james who wrote (263)	1/18/1998 5:20:00 PM
From: Miljenko Zuanic	Read Replies (1) \| Respond to of 328

James: NXTR AmBisome, MiKasome, LipoCephalosphorin, and other are side line drugs which will make possible that they develop completely new and different Ab, anti-protein drugs. I think that I already wrote about SELEX/paralel SELEX technology and its promise. RNA/DNA-protein interaction is major force in many biochemical path/mechanism which control significant parts of human body machinery. Adaption of this natural events as technology for drug development is what SELEX offer. Protein-protein interaction is second such events which in last two years become reasons for market favor (after FDA approved several drugs and after ~20 years of ups and down in development path) of several mAb companies (PDLI, IDPH, IMMU, CNTO, IMNX,...). So, what SELEX offer different than other technology? Molecules which interact with target proteins in significantly lower concentration and with much higher binding force. Nature teach us this. The problem is that this molecule have to survive defense mechanism before they reach target and perform their function. Here come delivery technology (liposomes) which NXTR already have, and recently (Friday) NXTR make another move: how efficiently manufacture this molecules! Many will argue that SELEX does not have value until drugs show clinical results or large pharma show interest for them. On first question maybe they are correct, but big pharma partnering as technology validation is questionable. Selling technology at early stage for few bucks is OK if company is in financial trouble. But NXTR is not. SELEX technology is now at mature (after being financed entirely by NXTR) stage and in this year we will have evidence of first serious partnering, IMO. With increase in AmBisome sale (US sale is only ~35% of total sale for NXTR), progress in MiKasome development short will think twice about their next move. In my investment strategy I chosed companies with crazy technology (technology which many ovoid): NXTR(SELEX), ISIP(antisense), ARIA (gene modulation), SUGN (TK/TP inhibitors where one have to determine difference among hundreds of similar ones), REGN (protein-protein interaction),.. with matured and established bt: GILD, VRTX, SEPR,... Matured will cover losses in sec-tired. If one or to crazy technology pine-out, the return will be satisfied. mz