To: Arthur Radley who wrote (64 ) 5/26/1998 11:32:00 PM From: Scott H. Davis Respond to of 626
OK, I'm ready to seriously consider TTNP now. I've read what releases I could, and have several questions. I'll do more research and try to answer some myself, but if I could impose a little, If anyone can answer a few, it would be a big help. 1. Does this company have a base technology platform that they can leverage for multiple indications? For example, VICL with gene therapies, ISIP with antisense, LGND RIBI... do. Is there one or more core technologies with TTNP? 2. What about their pipline. I saw one reference to a cancer med in pre-clinical development, there are the three vaccines with recent very positive pI/II results (are there others in triels or with an IND?) Any ideas when TTNP is likely to have anything ready for an NDA (obviously assuming supportive data) 3. I read about the Nov. partnering with ILoperidone. Are other items partnered yet? plans to? I understand the corporate stratedgy with VICL (partner the vaccines, develop the meds solo). Is there an overall TTNP corporate stratedgy? 4. The yearly and qtrly filings are confusing to someone without a background in this company. I see references to Ingenex, Ansan, Geneic Sciences, ProNeura, and Trilex, but not any material explaination. Is this company a wheeler/deeler, did they grow from a fusion of several? What was the history (I've ordered the annual report, but who knows what it will contain and when I'll get one) technically, TTNP had a breakout above the declining trendline on good volume, on a bad NASDAQ day. Any info will be greatly appreciated. Noticed several names associated with LGND. Anybody(s) care to comment on the relative merit and risk/reward comparison between these two (yes, I know LGND has several probable NDAs this year) But how do these compare at current price points? (I'm not going to ask HN that question) Scott BTW, Its good to see your name associated with this thread Miljenko!