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Biotech / Medical : Munch-a-Biotech Today

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To: sjemmeri who wrote (2242)	11/17/2006 6:58:55 PM
From: tuck	of 3158

>>So what else can MLNM get for their $515 million?<< They can get Kosan for half that. Kosan's lead 17-AAG compound is going into pivotal trials in combination with Velcade next year. kosan.com Why not own the rights to what seems like an effective combo? Plus they'd get the 2nd generation compound (apparently soluble/bioavailable enough to go after solid tumors), the epothilone programs, and some interesting production chemistry. And they'd have enough left over to buy Infinity, should they feel the need to corner the market on Hsp-90 inhibitors (well, not quite; Vernalis is still out there, and MLNM doesn't have the moolah for all three). Comes with a hedgehog program, too. Then maybe Celgene buys the inflated Millenium -- Velcade synergizes with Thalomid, too, after all -- but since they'd basically own the multiple myeloma space at that point, that munch might fail anti-trust hurdles. Cheers, Tuck

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