It is possible that the 27 is an error. Castello is human. The Endotoxin paper list 21. There obviously may be more. Really does not matter, 21 or 27, means there are many indications. I do think they will choose an indication where recruitment is not a problem. Have changed my mind in that this means larger indication, while in the past thought a small indication more likely.
"I really like what allergan did. It doesnt mean squat from a current standpoint, but to
me it
further validates bpi and gives us a idea what baxter may find/already know. Interesting that allergan is
intent on further uses beyond opthalmic synergy. They wouldnt do the deal unless they found something
to cause them to do it."
Some very interesting post at the XOMA CLUB, by an astute poster, re ocular diseases. Some have pictures. But since you never visit the "Club", you will miss them.
I share your thoughts on AGN. Over time, perhaps they will develop three or four drugs with a total sales potential of $300 million. Not sneering. If they do, it will certainly help convince others that BPI works. By then lets hope more proof is not needed.
Will Mycoprex be dealt in part to AGN just as Neuprex was? AGN must be interested. Given the large market for other anti fungal products some other company might not mind letting the opthalmic market go to AGN considering its' small size, per individual drug. The parts, may produce more for XOMA. The new expanded deal, for BPI, might be a show of good faith by AGN to assure it is considered for being cut in on Mycoprex.
How soon do you think we will see a Mycoprex deal? This month, is my guess.
All the above is speculation only. |
