Alaunos Therapeutics Inc (TCRT)

[gator16]

From Yahoo board

ASCO Presentation 12-May-11 01:00 am
Dr. Lewis has stated at the last few company presentations (JMP Securities / Deutche Bank) that preliminary phase 1b data for their DC IL-12 trial will be mentioned in a poster presentation at ASCO.

What I would need to see to have proof of principle of the Intrexon system is the following:

1. Efficacy - A meaningful response from the drug therapy.
2. Safety/Tolerability - That there were no SAE (Severe Adverse Events) specifically, heart issues or liver toxicity.
3. Gene Expression (Rheoswitch) - The ability to regulate the on/off and up/down production of IL-12.

If we can demonstrate that these 3 things work, this would be huge. This has never been done before. We can then start to focus on what other proteins there are to work on. Rituxan, Herceptin and Erbatux would be great vehicles for this system and could generate hundreds of millions of dollars in revenue.

With the combination of their small molecule portfolio coupled with their Intrexon drug discovery engine, there will be many opportunities for success and share price appreciation.

Just remember, Dendreon (DNDN) has 1 drug and a market cap of $6B. There are therapy costs $100,000 per treatment. Our drugs for DNA vaccines will be of equal or greater strength but, at a fraction of the cost with less toxicity. We will have many DNA based drugs.

This stock should be at least as large as DNDN if not bigger.