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Biotech / Medical : Neurogen (NRGN)
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To: tuck who wrote (449)12/27/2006 5:45:07 PM
From: tuck   of 523
 
Most immediate VR1 threat: Glaxo

Listening to most their recent general presentation, Koster says Glaxo may have started PII with their VR1 program. Unclear to me what the IP situation is here. NRGN claims some, but I haven't looked closely. Edit: Broad utility claims pending; something about a polymorphism in 80% of the population, giving them freedom to operate in terms of screening; chemistry patents giving them "first pass" on key chemootypes (dominating 5 other companies in this area). Also a patent on the human receptor sequence. Have you other biofreaks looked at this IP angle? I'm wondering if there is actual potential to make other participants in the space pay to play.

I have to give NRGN credit for hitting all their self-imposed milestones this year. Not many BTs can say that.

Cheers, Tuck
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