Hi tuck,
I would vehemently deny any description of myself as 'highly qualified'. I just ferret around a bit.
My primary interest is in the companies that have a lock on the humanisation of MABs, as it's an enabling technology, and there seem to be only a few players, whereas just about every one is developing MABs.
(eg from the BASF link - "..first fully human monoclonal antibody developed by BBC, in collaboration with Cambridge Antibody Technology, Ltd. (Melbourne, UK), targets the pro-inflammatory cytokine TNF-a and is now in phase II clinical trials for rheumatoid arthritis ...second human monoclonal antibody, developed by BBC and Genetics Institute, Inc. (Cambridge, Massachusetts, USA), in collaboration with Cambridge Antibody Technology...etc")
CAT, MEDX, ABGX & PDLI will be taking royalties on a large number of therapies - it's the kind of business model I like.
nig
(Novopharm I need to read up on.) |
