SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Biotech Valuation
CRSP 52.20-5.5%Nov 12 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Icebrg who wrote (8232)5/1/2003 12:28:53 PM
From: Biomaven  Read Replies (1) of 52153
 
>>Did NBIX yet completed successful PII trial from its own pipeline?>>

I have seen this argument from time to time and have never understood it. I think it matters much more what comes out of a pipeline than how things get in there.

Well if you are FRX you can build a very successful business by licensing-in your pipeline. But I suspect this is going to be harder to do going forward, particularly for smaller companies without a big sales force.

But your overall point is well taken - look at MOGN, for an example of this strategy in small company context. It sure looks like near-term value will be coming from inlicensed palo rather than internally-developed MGI-114.

Peter
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News