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 McCarthy who wrote (422)	3/28/1999 1:21:00 PM
From: John McCarthy	Respond to of 717

One last thing .... The wired article gave a link to Stanford .... I clicked it, did a search on lutetium texaphyrin and this popped out. I do not know if it is useful to anyone here ... and I could NOT find a study about the arteries ... nonetheless .... someone here might possibly make better use of it than me. search.stanford.edu regards, John McCarthy

To: John McCarthy who wrote (422)	3/28/1999 1:30:00 PM
From: Biomaven	Read Replies (1) \| Respond to of 717

Thanks, John - I hadn't seen the Wired article yet. I've dubbed this PCYC's "roto-rooter" application, and it certainly could be a blockbuster if it pans out. Still very early days though. QLTIF's photofrin wouldn't work in this application because it uses a different wavelength that doesn't penetrate blood. I've been buying PCYC on the dips. I might well be too early, as the Gd-Tex Phase III trials which should be the primary driver of the stock are just beginning. However, success in either Gd-Tex or the roto-rooter would make this stock a 10-bagger, so I'm prepared to wait. The stock is still suffering some as analysts pull back from their earlier ridiculously optimistic near-term earnings projections. At some point of course the stock will be driven by its trial results, not by the analyst projections. Peter