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March 2004
(v04-n03) |
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- Main Story
- pgs. 1-15 Dendritic cell therapies
- Macro Market Commentary
- pgs. 16-21
- Biotech Monthly Coverage Update
- pg. 22-30
- NIBM Model Portfolio
- pg. 31
- (Full outline below...)
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The reason we are
writing on this subject is to help improve those odds for our
Subscribers. We’ve learned a great deal in the three years we’ve been
covering this particular type of science. While that knowledge has been
passed along in pieces through our research over the years, we thought
it time to create something of a reference work to assist our
Subscribers in evaluating what appears to be a whole host of therapeutic
vaccine products hitting the financial news wires. |
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| Our scope in this Main Story
is to focus on the basic science behind dendritic cell therapies to
serve to illustrate what the investor is likely to encounter while doing
due diligence on their investments. We’re saving specific companies for
next month, and even then we’ll be looking more to illustrate than
provide an exhaustive review. |
Subscriber direct access |
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| The following is an outline of this issue of
the NIBM Newsletter. |
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- Main Story - Dendritic cell vaccines
on a slow return to favor
- Introduction
- Disclosures
- Investment Case
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Scientific Background
- The human
immune system
- B-cells
- T-cells
- MHC & HLA
- Antigen presenting cells
- CD4 and CD8 T-cells
- Where things go wrong
- Disease biology
- Disease Darwinism
- Disease evasion
- Evasion by chemical warfare
- Evasion by camouflage
- Evasion by resistance
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- Dendritic cell therapy
- Antigens
- Autoimmune danger
- Breaking immune tolerance
- Bad antigen choice
- Disease too advanced
- Subtle target differences
- Manufacturing issues
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- Method of training key
- Time to manufacture
- Basic methods
- Autologous whole tumor
- Autologous antigen target
- Semiautologous whole cell
- Semiautologous single antigen
- Going forward
- Table: Companies with dendritic cell
therapy programs underway during this decade
- Macro Market Commentary - "The
theme is election risk"
Biotech Monthly Coverage Updates
- Genta
- Nabi
- Dendreon
- Provenge in men with intact
prostates
- 9901 and 9902b trial differences
- Erstwhile Provenge competitors
- APC-8024
- Targeted Genetics
- Indevus
- Trospium label
- PRO-2000
- Discovery Labs (3 pages)
- Adolor
- Pharmos
- Introgen
- Aphton
- Forbes Medi-Tech
- Onyx Pharma
NIBM Model Portfolio Performance |
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