Replies to post #214022 on Biotech Values

[dangerM]

VILC two caveats

1) they might owe a milestone payment to Astellas now or later, they inlicensed it, cf. "VL-2397 (formerly known as ASP2397) is a novel antifungal drug initially developed by our partner, Astellas Pharma." http://www.vical.com/products/VL-2397/default.aspx

2) if you look at table 3 and 4 on here http://s1.q4cdn.com/508380786/files/doc_downloads/ASP2397%20ICAAC%202014%20Posters/ASP2397_ICAAC_2014_in_vitro.pdf you see, it will never be an all purpose drug, but limited to a special population.

the current indication seems fine a) immunocompromised people, like such having received a transplant and being on an immunosuppressive drug, with resistant candida glabrata) ... this appears to be a problem and b) the new FDA has opened an avenue for bringing it quicker to the market (<--- this is actually the only message of the press statement)

... so the next question would be some check of epidemiology, prices and (of course) extrapolation/educated guess of a clinical success.

My 2c