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Biotech / Medical : HuMAB companies

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To: Icebrg who wrote (625)	3/7/2004 5:05:10 PM
From: Miljenko Zuanic	of 1022

Erik, I think that anti-CTLA-4 is valuable play, and MEDX may have here something of value. However, is their IP right (from GILD-NXTR) sufficient to stop competitor(s), I do not know. For instance we have several controversy reports on IMCL IP right on anti-EGFR antibody/chemo combination. While I will side with those who think that IMCL IP right is not so strong, AMGN action to move single agent ABX-EGF into pivotal trial suggest that they are AFRAID of the possible IMCL action. Also, initially IMCL tried to push combination as ONLY options in using anti-EGF antibody (one of the reason that FDA rejected initial NDA). So, transplanted to MEDX anti-CTLA-4 IP right, it will be interesting to see (and follow) what potential competitors are doing here??? Miljenko

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