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Biotech / Medical : IMNR - Immune Response

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To: BLUE HORSE SHOE who wrote (353)4/5/1998 11:28:00 PM
From: Easy Mark  Read Replies (1) of 1510
 
BHS: Thanks for the Yahoo posts. How do I locate them directly?
The respondent you copy makes some excellent points. I want to extend his comment on "the large drug companies move at their own pace". In fact, most of the majors have a portfolio of R&D opportunities that include "Remune equivalents" in the sense that they are 10:1 or better payoffs. In the current issue of HBR, Smith Kline Beecham describes its cutoff as 5:1. The implication for small biotechs is that, in seeking partnerships, they are competing against internal options that are pretty stiff competition for funds. As a consequence, they have to give up a 5:1 payoff in order to gain funding. I take issue with the responent's notion that the DSRB will make a call based solely on the Remune interim data. IMHO the NEJM article is a big change in the sea swell. It is not likely to be ignored. I think it is a real positive for Remune that they have four separate phase II combination trials scheduled for completion this year.
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