>> (AMGN, DNA, BGEN, IDPH,.. have mAb candidate failure). <<
Correct MZ, and ICOS, CHIR, Bayer, BBIOY and other companies working on second-generation concepts. And we all know the success rate of the first generation concepts. It is a huge mistake to fall into a "ABGX and MEDX are going to be wildly successful" simplification.
PB is correct... the difference in ABGX and MEDX is a matter of taste (hey, what can I say.... I interviewed for the very first V.P. R&D slot at MEDX, and they chose someone else..... :-), not technology. It will take mega piles of insight to succeed with MAb at a high frequency, and there are already companies out there that are repeating very old mistakes.
For the long haul, I'll take a balanced mixture of small molecule and biologics companies, heavy on SM.
Yes, I know.... heavy on SM was my '98 style.
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