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Biotech / Medical : MEDX ... anybody following?

MEDX 31.43

-0.7%

Nov 7 9:30 AM EST

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From: LJM	5/3/2007 4:23:03 PM
	of 2240

Notes from Morgan Stanley webcast: MDX-010 still slated for 3rd or 4th Q this year. Could not elaborate any further. Apparently, a rumour exists that Pfizer will present data on CTLA-4 at ASCO. He had heard the rumour but had no comment. He did say they were very satisfied with their arrangement with Pfizer re: their CTLA-4 antibody. Double digit royalty on world wide sales as a result of Medarex patents. Question came up if Pfizer data coming out first might impact their on-going trials. Answer was No Pfizer is a frontline therapy going head-to-head against DTIC. Dosing is 15mgs? every 3 months. Longer Half life? Antibody is 1GG2. Medarex has 500 patients in combo with DTIC. Dosing is 10mgs? every 3 weeks. Antibody is 1GG1. The main difference is in the dosing and combo versus frontline. Other indications for MDX-010 - prostate later this year and lung after that. after that -Renal cell and ovarian. MDX-1100 to phase 2 later this year. Very excited about HIV and HCV with ONO. Other comments: 30 compounds in cash & carry business. 7-10 million + 3-5 percent royalty. 10 compounds MEDX has a 45 percent share of or more. J&J Psoriasis BLA expected this year for replace of remicade.

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