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Biotech / Medical : Biotransplant(BTRN)
BTRN 35.410.0%Nov 26 4:00 PM EST
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To: Vector1 who wrote (515)2/17/2000 12:09:00 AM
From: paradigm7241  Read Replies (1) of 1475
 
BTRN does have a modest market cap
and I agree that "safety" and biotech are oxymorons. I personally work in the BM transplantation field and would like nothing more than to find an effective protocol to induce graft tolerance whilst maintaining graft versus tumour activity but I have to say that I have seen too many failures not to be critical, in particular where xenotransplantation is concerned. BTRN's biggest problem is their lack of a physical product to defend. It is very difficult to police a protocol that has been discussed in the literature extensively and by many different groups. Personally, I think BTRN has a lot to offer with their protocol for lymphohematopoeitic chimera induction for allotransplant tolerization. I will probably create a small position for myself based soley on their recent case report in JI. I'm just concerned they will find it difficult to defend their intellectual property. Given the fact that BM transplants tend to take place only in large institutions rather than doctor's offices, it may well be possible to police this patent. You have to wonder how broad their patent is, though. Their methods for xenotransplantation are certainly more novel and thus more easily policed but I woudn't place any money on a success in this area any time soon. I think one needs to (a) research how broad their patent is, and (b) wait for diffinitive graft versus tumour data before establishing a large position here.

For the record when I say a physical product,I mean something material that can be sold. Companies like Abgenix, Oxford Glycosciences, Neurocrine, Cambridge Antibody Technology etc. are all companies with tangible assets. Their risk/reward ratios must be lower than that associated with BTRN simply because the non scientists who decide what is patent infringement and what is not have an easier time getting their head around a physical thing than a "almost the same but not exactly" way of doing things.

PM
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