>> new insights nudged <<
>> what would the biotech components add <<
On a few occasions, I've indicated that I pray that Cadus Technologies can be spun out to current shareholders if Icahn, Paige et al. decide to go with a non-biotech flier.
You want nudged insights............
The Cadus patent portfolio is, IMO, a valuable platform around which a great little company could be built. Woler didn't get the attention for the program that it deserves. Glass couldn't, given his resources and focus. Paige is trying to find someone with licensing experience to consult for her, but it's obviously going slowly.
We know about Solvay, and there's reason to be enthusiastic about SLV320, IMO. We know about the "major pharmaceutical company", minus the unanswered issue that you pointed at. We do NOT know if there is continuing work at Glaxo (SmithKline) or BMY that could prove to be exciting. I believe that I'm the single individual on Earth that holds out promise.
Look at it this way...... the Cadus portfolio was built around U.S. 5,482,835, King et al. from Duke. There are 10-13 years left on that patent, and it is cited in about a zillion issued patents and patent applications.
patft.uspto.gov
(94 references, issued U.S. patents)
appft.uspto.gov:8080/netacgi/nph-Parser?Sect1=PTO2&Sect2=HITOFF&p=1&u=%2Fnetahtml%2FPTO%2Fsearch-bool.html&r=0&f=S&l=50&TERM1=5%2C482%2C835&FIELD1=&co1=AND&TERM2=&FIELD2=&d=PG01
(63 references, published U.S. applications.... there are certainly many others out there which have not been published)
Add to that my "feeling" that some newer KDUS claims will restrict many future claims, and I believe that money spent now on licensing efforts will pay big-time in the future. It is EXTREMELY important that KDUS devise a method to be vigilant.
OTOH, you'd think that the ex-employees would be buying hand over fist if my enthusiasm were well-founded.
If I'm correct, KDUS' leverage is still enormous. But it isn't going to materialize without threat and active protection of claims. That is, we need Icahn/Paige to play the Sibia game.
:-) |
