T/FIF, a New Plateau Message Board

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Biotech / Medical : T/FIF, a New Plateau

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To: Spekulatius who wrote (1162)	5/4/2002 1:21:54 PM
From: scaram(o)uche	Read Replies (3) of 2243

A single antibody could be a $50 billion product, given 10 years of patent/market life. Your multiple company approach could therefore be the correct one. OTOH, receptor constructs have beaten MAbs to the punch thus far, and it's too early to call. Human monoclonals were my research focal point for a long time, and until this last week I had avoided an investment in ABGX/MEDX/CAT completely. Too close to home. You're more than welcome to use and abuse the thread to make a strong case for MEDX. I interviewed to be the first V.P. R&D. The interview rapidly turned around, and I rejected the CEO. I still do. The Europe spinout was a clever idea. We need to know if the anti-CD4 project backs up the old "magic epitope" concept of Becton Dickinson. If not, it's likely just crap. If I were going to go with a technology, I'd go with CAT. But, to me, the game is in target identification, and that's where the partner aspect is important. I give the partner "nod" to ABGX.

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