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Microcap & Penny Stocks : Cryogenic Solutions Inc. (CYGS) -- Ignore unavailable to you. Want to Upgrade?


To: DavidCG who wrote (555)7/10/1998 1:57:00 PM
From: James E Lynch  Respond to of 4028
 
Good Question. You might call the company. What I sent you was an excerp from a Nov 12 1997 announcement. You can E-mail them at
cygs@wt.net or call Dell Gibson @ 713-780-1399. Good investing.



To: DavidCG who wrote (555)7/10/1998 2:09:00 PM
From: Graham Marshman  Read Replies (1) | Respond to of 4028
 
So, based on latest I hear from CSI, the order of some actions has changed based on the large potential antisense market. Telovector basically comes in two parts, rocket (the delivery vector) and warhead ( the telomere sequence.) Both of these are obviously needed for animal studies.

Focus now is on the delivery vector first, which will then have application via licensing to general antisense community. They pay the FDA toll, CSI picks up a good share of revenue and gets the technology approved for free. (potential $330M market in 2000 and growing.)

Second step will be the CSI warhead development, animal testing etc.

First thoughts on this are:

Pro: Antisense delivery is a large and fast growing market space with little visible competition. Best shot for earliest revenues at least expense and should generate good margins. Gets a good portion of the warhead work done on someone elses buck. Establishes CSI as the brand name for gene therapy delivery.

Con: Gee, I really want to cure cancer and aging! Delivery could be driven towards a commodity business if competitive means are developed after a few years unless CSI can somehow get a Microsoft type lock on the market.

Still pondering........

Graham