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Biotech / Medical : HuMAB companies

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To: Icebrg who wrote (544)6/19/2003 4:13:18 PM
From: Gary Mohilner   of 1022
 
Erik, I believe you're aware that in the past IMGN's CEO has been rather dismissive of SGEN's linker as well. IMGN's linker has proven safe and is currently involved in four different drug trials. SGEN's linker, which their future is based on, I do not believe is yet in clinical trials. SGEN's earlier linker is thought to be wanting.

I'm certainly not putting down SGEN's technology, just pointing out that it remains to be proven. IMGN's linker may certainly be improved upon in the future, but as I understand it, the emphasis has been placed on improved effector molecules, which could also be the key to curing some diseases that DM1 won't.

The reality is, it's awfully early to judge the capabilities of both of these technologies. Both have the potential of being very successful in the future, time will tell.

Gary
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