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Biotech / Medical : Abgenix, Inc. (ABGX)
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To: Miljenko Zuanic who wrote (243)7/2/2003 7:30:26 PM
From: Icebrg  Read Replies (2) of 590
 
Miljenko

Yes, if the results they have not yet disclosed are very good, they might want to take in ABX-EGF. (I remember how disappointed you were after ASCO). Which ABGX will not sell because that is almost the "only" thing they have. To ABGX the production facilities are less of an advantage. They will cost them a lot of money. Which they don't have enough of.

Interesting, if this should turn out to be true, that both the EPO-boosters want to expand into real cancer treatments. A bid for ANGX would also to some extent explain Amgen's eagerness to take full control over Genmab's HuMax-IL15. To get that out of the way, if they wanted the mAb.

But ABGX's external mAb-business will not fit into the picture. Not at all. No-one would like to have Amgen seeing everything they do and try to develop. One solution would be for AMGN to sell the mice to someone else. Perhaps to Protein Design Lab. They seem to be slipping behind and would most probably be very happy to lay their hands on a more modern technology.

Erik
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