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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Vector1 who wrote (6267)	1/15/1999 9:59:00 AM
From: GregSL	Respond to of 9719

Bexxar does show a lot of potential. I just was not impressed with the Phase III trials. I hope the results from the Phase II on previously untreated patients hold up in Phase III. Oncolym is not necessarily a competitor to Bexxar. They target different structures. Bexxar targets the CD-20 antigen and Oncolym the HLA-DR. Someday they maybe be used sequentially or in combination. If you haven't looked at TCLN in the last year maybe it is time to take another look. In the past year they have: 1. Completely replaced management. 2. Initiated Phase II/III Oncolym trials against high grade NHL. The patient population includes those who have failed previous monoclonal antibody treatment. These trials are expected to be completed in first quarter 99. Received orphan drug status. Licensing deal is pending. 3. Initiated and completed Phase I trial of TNT against glioma. Interim results showed effectiveness on the first 5 patients treated. We are awaiting announcement of the final results. Phase II trials were initiated with approval to include newly diagnosed patients. Phase I/II trial initiated against prostate, pancreas, and liver cancer. Patent granted for the use of TNT in diagnostic imaging. 4. Vascular Targeting Agents (VTA) advancing through pre-clinical. Recent broad-based patent granted for VTA. Anybody using this technology would need to pay royalties to TCLN. 5. Improved finances. Checkered past - yes, but new management is working hard to re-establish TCLN's credibility.