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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: LLCF who wrote (9433)11/18/2002 8:15:15 PM
From: Miljenko Zuanic  Read Replies (1) of 9719
 
David,

Obesity is not only MLNM big target, it is big target for all pharmas and dozens bios. It is (in combination with diabetes) by far the biggest market opportunity.

MLNM has 50:50 collaboration with Abbott in metabolic (obesity/diabetes) filed. Their first candidate, MLN4760, is carboxypeptidase inhibitor (related to ACE) in PI for obesity. However, this is only small part of very broad collaboration. First, MLNM did have genomic collaboration with Roche on identifying and selecting possible targets. This collaboration ended, and two years later they form Abbott deal. So, it is not how much they are actually spending on it (the bigger the better), it is what will come out of it.

Miljenko

PS: Not to hide, REGN is my current pick for obesity franchise.
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