AI
Monday, March 06, 2006 3:54:27 PM
I, too, am getting a bit nervous because of the lack of information coming from BOCX. However, after re-reading a number of press releases from previous years, as well as other technical information related to RECAF, I've formed the following opinions and will stay long:
1. The majority of BOCX's R&D work to show that the basic science of RECAF is valid has been completed. What remains is to show that the technology holds up under the stress of large scale clinical trials. Abbott sees promise in the technology and is incorporating a diagnostic test on their Architect system. The availability of this automated test may be necessary to implement the future large scale clinical trials.
2. By itself, the detection of RECAF in the bloodstream is not necessarily all that clinically useful, because it doesn't indicate the type of cancer or the location, which are the two main characteristics required of an ideal cancer marker. However, if used in conjunction with other tests, RECAF might help to improve cancer diagnosis, and this would certainly be a marketable product, albeit, not a blockbuster.
3. The first blockbuster application for RECAF should become apparent if/when it is paired with imaging technology. At that point, RECAF may begin to approach the characteristics of an ideal cancer marker, since the type of cancer detected would be implied by the location. For example, if a serum-RECAF test indicates that cancer is present, and an imaging test shows high concentrations of RECAF in the prostate, then it is likely that the patient has prostate cancer. Same for breast, lung, ovarian, etc. It may even prove useful in diagnosing blood cancers like lukemia (e.g., RECAF is detected and the imaging shows it is spread evenly throughout the body). What's exciting for me is that BOCX seems confident that existing imaging technology can be used and they already seem to be making progress in that area.
4. RECAF technology could be the "mother-of-all-blockbusters" if it can actually be used therapeutically to deliver cancer killing compounds. It certainly seems possible, since it's already been demonstrated via in-vitro experiments. However, it will take a long time to get to this stage, due to R&D and the many clinical trials that will be needed.
5. If BOCX is succesful in showing that these applications for RECAF technology are a real possibility, they will be bought out before too long. I can only hope that the share price will be large enough to fund my retirement.
These are just my observations/opinions, and I certainly welcome anyone else to express theirs.
1. The majority of BOCX's R&D work to show that the basic science of RECAF is valid has been completed. What remains is to show that the technology holds up under the stress of large scale clinical trials. Abbott sees promise in the technology and is incorporating a diagnostic test on their Architect system. The availability of this automated test may be necessary to implement the future large scale clinical trials.
2. By itself, the detection of RECAF in the bloodstream is not necessarily all that clinically useful, because it doesn't indicate the type of cancer or the location, which are the two main characteristics required of an ideal cancer marker. However, if used in conjunction with other tests, RECAF might help to improve cancer diagnosis, and this would certainly be a marketable product, albeit, not a blockbuster.
3. The first blockbuster application for RECAF should become apparent if/when it is paired with imaging technology. At that point, RECAF may begin to approach the characteristics of an ideal cancer marker, since the type of cancer detected would be implied by the location. For example, if a serum-RECAF test indicates that cancer is present, and an imaging test shows high concentrations of RECAF in the prostate, then it is likely that the patient has prostate cancer. Same for breast, lung, ovarian, etc. It may even prove useful in diagnosing blood cancers like lukemia (e.g., RECAF is detected and the imaging shows it is spread evenly throughout the body). What's exciting for me is that BOCX seems confident that existing imaging technology can be used and they already seem to be making progress in that area.
4. RECAF technology could be the "mother-of-all-blockbusters" if it can actually be used therapeutically to deliver cancer killing compounds. It certainly seems possible, since it's already been demonstrated via in-vitro experiments. However, it will take a long time to get to this stage, due to R&D and the many clinical trials that will be needed.
5. If BOCX is succesful in showing that these applications for RECAF technology are a real possibility, they will be bought out before too long. I can only hope that the share price will be large enough to fund my retirement.
These are just my observations/opinions, and I certainly welcome anyone else to express theirs.
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