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Biotech / Medical : Kosan BioSciences -- KOSN

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To: tuck who wrote (884)2/28/2008 11:41:30 PM
From: scaram(o)uche  Read Replies (1) of 933
 
>> at least that's the impression I have <<

So you go to the people who have the formulation advantage, and partner the package from a position of weakness?

No, there's no motilin agonist in the price. Nor should there be. Large markets. Somebody out there must have guidance re. royalty. Maybe 6%, sliding to 8%, wild-ass guess. Up front was 12.5m, or something of that magnitude. GSK has a motilin agonist in (?) phase I.

Does mlnm believe the "moderates velcade tox" bit?

Thanks for the comments re. i.p., gotta run.

Rick
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