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 : Pharmacyclics (PCYC) -- Ignore unavailable to you. Want to Upgrade?

To: John O'Neill who wrote (275)	3/24/1998 9:35:00 AM
From: Biomaven	Read Replies (1) \| Respond to of 717

John, QLT is ahead of PCYC because it has an approved drug, whereas LuTex, PCYC's entry, should start Phase II/III trials soon. On the other hand, I think the PCYC drug is technically ahead of QLT's Photofrin, because it is water soluble, which makes for much easier administration, does not have problems with photosensitivity, and works in a spectrum area where deeper, more consistent penetration is possible. PCYC is also starting a macular degeneration program with its new partner in this area. I don't know whether QLT has some new formulations up its sleeve, but I question whether their existing entry will be able to compete successfully with either Miravant's or PCYC's drugs if and when the new drugs get approved. Peter