SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : ARRIS - Another partner
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: John Dwyer who wrote (315)12/11/1997 8:01:00 PM
From: Miljenko Zuanic  Read Replies (2) of 353
 
John:

>>Do you think that ARRS bought SQNA because it was a cheap way to get the basic technology? Or do
you feel Walker was looking for a particular product (like Cathepsin K in the Khepri deal)?<<

First I guess I was bit emotional in my last few reply in ARRS thread.

I hope you will agree that target validation in drug development is as important as identification of the drug which will selectively interact with target. Because of the complexity of diseases pathology genomic discovery (target selection) can improve probability that drug will have effects in diseases control. Today strength of the genomic bt companies speak for itself.

I agree that SQNA is not forefront genomic com. (like HGSI or MLNM), but recent progress and incorporating medicinal chemistry/internal drug development in business plan suggest that SQNA are under transformation for better tomorrow. Also I believe that recent W.L. deal was with projected SQNA/ARRS combo. With this in mind I think that Mr. Walket was looking for combination of the overall technology (target discovery and validation) and particular products class (cancer, CNS, immunology).

>>I'm still not convinced that the combined company will have the financial strength to fund drug
candidates developed from Delta as well as those under development from SQNA.<<

IMO, collaborations with big guys will be important part for the combined company. It will be base for company grow and maturation. Does anyone have opinion that this necessary transformation will be more difficult for ARRS/SQNA combo than for each alone, or for ARRS alone?

Of topic question:

From your biography I understand that you are at GNE, Protein Engineering department. In Nov. 28 Cell issue GNE (C. Wiesmann at all) reported crystal structure of the VEGF complex with Dom.2 of the Flt-1 receptor. I guess this research was base for development of the anti-VEGF hMAb (in PI phase). To your knowledge (if you can disclose info) did GNE done research work on VEGF/KDR-Flk-1 complex and any crystallography data from this work? What is your opinion on SUGN smal molecule KDR/flk-1 inhibitor for solid tumor?

Thanks in advance.

mz
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News