Cadus Pharmaceutical Corp. (KDUS) Message Board

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Biotech / Medical : Cadus Pharmaceutical Corp. (KDUS)

KDUS 1.600

0.0%

Jul 2 5:00 PM EST

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To: scaram(o)uche who wrote (201)	6/19/2000 10:59:00 AM
From: scaram(o)uche	Read Replies (1) of 1833

Outstanding article (thanks for pointer, Peter) in today's BioCentury by Karen Bernstein. Only omission is.... no mention of recent PTO office action in favor of KDUS. Isn't that a critical question to ask.... why would OSIP license from Merck if the office action has weight? The obvious answer, if Pfizer-OSIP are showing all their cards, is that it doesn't have weight. The other hard question to ask.... what role did the Pfizer-Merck (Sibia) lawsuit play in this, if any?? With respect to the wisdom behind an investment in KDUS, one needs to again look at the complexity introduced by the Cyanimid patents, but note also the comment...... "that was the original cause of the dispute, so there's a distinct business reason to clear it up as well." At a market cap of 10 million, one needs to look at "While OSI could have used the GPCR-yeast system without the TBA patents, the other methods are more cumbersome." and....... "We knew that Cadus' core technology was very powerful". There is encouraging commentary about what the technologies mean for the future of OSIP, and that's only upside for KDUS. Sincerely hoping that the sellers continue to sell, Rick

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