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Replies to #12108 on Biotech Values
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poorgradstudent

06/14/05 10:22 AM

#12115 RE: walldiver #12108

DNDN's advantage over AGEN is at the leukapheresis vs. tumour resection stage. The latter can obviously be problematic. If that step goes swimmingly, then AGEN's technology becomes easier to produce / replicate.

But since both require that you re-introduce a biological that has been processed ex vivo back into the patient, both have equal QC hurdles, in my opinion. Perhaps DNDN has just a slightly higher hurdle at reinjection time since they're reinjecting relatively larger volume compared to AGEN and have to pay closer attention to pH / salinity; but it's far from an insurmountable task.

In my opinion, CEGE's GVAX is the easiest to prepare and ensure QC.