>>So you go to the people who have the formulation advantage, and partner the package from a position of weakness?<<
No, obviously that won't fly, unless the possessor of the formulation advantage isn't using it on an Hsp90 program. Wonder who it is? Would probably take an arduous patent search to find it. Is the "new information" new because it is really new, or because the Kosan legal folks didn't see it for a while? Whatever, alvespimycin is dead, so it would be forensic patent searching, and not worth the effort now.
Motilin royalty you're WAGging at, seems about right for such an early stage program.
How about forensic charting? Much easier than patent searches
finance.yahoo.com
finance.yahoo.com
Can't do Vernalis since it delisted itself, but it's a penny stock now. Pointless with Biogen. Anyways, the chart says it's Synta that has the formulation advantage. But a search of Synta patents comes up pretty much empty. I think it is Conforma/Biogen. Getting a lot of stuff on oral formulations of HSp90 inhibitors derived from Ansamycins there. 17 hits in the app database, starting in 2005, going to present. Only one from Infinity, from early '06. As I said not worth the effort to dig deep now, but it does point us back to Conforma and Biogen as perhaps a very serious competitor. Wonder if Infinity has the same problem, but doesn't know it or hasn't copped to it yet? Synta and Exelixis probably don't.
The Infinity patent app is here:
appft1.uspto.gov
Cheers, Tuck |
