2 more cents worth ... we're almost up to a nickle, and that's probably the value I'd assign to what I'm about to say. Transkaryocite Therapeutics - (or something like that) "TKT", has a patent on naturally-occuring erythropoetin produced in a human cell line. From what I understand, Amgen's EPO is genetically engineered, and as such, is likely produced in yeast cells (i.e. not a human cell line). The method of production and, therefore, purification distinguishes these two products as does the nature of the protein. So there won't likely be any patent dispute. However, TKT's EPO is probably superior to Amgen's, because it is derived from a human gene. The half life is probably longer, thus it would require smaller doses, etc., and it will likely infringe on Amgen's EPO market share. The time frame may be 2000-2003. Regardless, Amgen's ex-EPO pipeline is pretty attractive and those Sept. 60's are getting cheaper at $1 1/2. Not that I'm endorsing wanton speculation, but ...
Oh, and since I'm not terribly conversant about medical technology, go easy on me if I've garbled any biotech lingo.
Cheers
Brian |
