I realize that it's frustrating to have someone pop into the middle of a thread and ask questions that may have been addressed earlier, so I apologize in advance if that's what I'm doing.
Scenario.... after the BDNF beating, I recently established a large position (for me) in REGN, based on the strength of the organization, the contract mfg for Merck, the muscle-specific tyrosine kinase, and the angiogenesis work. However, it's apparent that NT-3 and BDNF will work if a practical delivery route can be worked out. Who knows, maybe it will end up the realm of Hoechst/Ariad. So, here's my question..... have companies like CTII that are working with alternative methods of delivery licensed the gene(s) from Regeneron, or is this like TKTX/AMGN where the choice of epo "vector" is designed to circumvent patents? If so, what sort of revenues would eventually flow?
Thanks for any answer, and, again, I apologize in advance for not having done my thread homework.
BTW, I've mentioned REGN in an aritcle that has recently been posted at the Microsoft Investor site...... investor.msn.com
Rick |
