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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: scaram(o)uche who wrote (6197)	12/28/1998 6:03:00 PM
From: rkrw	Read Replies (1) of 9719

<I believe you, of course, but I'm not certain that I believe the person that you were talking to.> Very well could be. TKT has a protein replacement product in development (PHII) for Fabry Disease that I suspect is using the same production methods as GA-EPO. They have no license from CEGE at this point. So I guess we'll find out one way or another what CEGE thinks about it in time. Bottom line, imo, is that if HMR succeeds with the TKT EPO and Neupogen (assuming thats what it is), CEGE will do well with their small royalties, but TKT will do much better. $130M roughly and low double digit royalties vs $26M and low single digits. So I do agree CEGE is a nice backdoor way to play TKT, but I'm betting the front door will be a lot nicer.

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