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Biotech / Medical : HuMAB companies
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To: nigel bates who wrote (375)5/2/2002 5:00:39 PM
From: JFitnich  Read Replies (1) of 1022
 
Nigel,

I've been thinking along the same lines. I'm a MEDX (& ABGX) holder and I think that some of their goals as far as products in the clinic by YE are stretched.

I didn't get a great impression concerning staffing on the last conference call. I'm wondering if they have enough bodies to cover all of the clinical submission work they'll need to get done.

I'm beginning to think more of ABGX as a drug developer with a platform and MEDX as a platform that has 1 or 2 interesting drugs.

I still don't understand the GenMab relationship. I realize they own 33% (?) of the company, but if the CD-4 drug works, they'll have 0% of sales on the best drug developed so far with their (MEDX) technology. Is the plan to simply buy up the rest of GenMab if they hit a winner?

Sorry I rambled. I'll end by saying that I'm still intrigued by MEDX at $9-10. Just not sure what's going to keep it from going lower.

JF
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