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Replies to #534 on Biotech Values
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DewDiligence

12/05/03 3:39 PM

#535 RE: isolution #534

Re: Oxigene competition:

I took a small position in OXGN this week, mainly because the valuation is so low.

As far as I know, the VTA candidates at AZN and AVE are not being tested in eye disease, and hence they do not pose as large a competitive threat as OXGN’s C4AP.

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DewDiligence

01/20/04 3:04 AM

#890 RE: isolution #534

Re: OXGN’s Oxi4503:

isolution et al: I find it interesting that CA4 and CA1 differ by only the change of one hydrogen to a hydroxyl on one of the outer carbon rings.
Supposedly, Oxi4503, the pro-drug form of CA1, will do wondrous things to the periphery of tumor masses, which tends to be least affected by VTA’s in general and CA4P in particular. Do you have any comments on the medicinal chemistry that would be understandable to a lay audience? T.i.a.