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Biotech / Medical : ARIAD Pharmaceuticals
ARIA 23.990.0%Feb 17 4:00 PM EST

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To: Jongmans who wrote (432)1/14/1999 6:20:00 AM
From: Mike McFarland  Read Replies (2) of 4474
 
Thread: I am sure that everybody who is
still in ARIA is looking forward to the next
report from the company....

I suppose a few of us could have been shook
out over the last year...a rough ride. And if
you didn't cut back your position during the
fall, well you probably took some gains on
the EPO spike.

Anyway...if you've still got shares (I've been
trading to stay afloat in this one) you've got
to be wondering what Ariad has up it's sleeve--
we have seen no answer to Avigen's press releases
regarding seemingly all-encompassing patents
on the AAV vector...the latest of which is for
muscle.
Avigen Receives Broad Patent for Muscle Delivery
of AAV Gene Therapy
biz.yahoo.com
This is the second patent relating to adeno-associated
virus (AAV) Avigen has been issued in the past six weeks
and complements its recently issued Patent No. 5,846,528,
broadly covering erythropoietin gene therapy. ''The muscle
patent nicely complements our recently issued EPO patent,''
says Monahan. ''For example, Avigen's intellectual property
now posses at least two barriers to anyone wishing to commercialize intramuscular administration of EPO using AAV -- regardless
of how it is made, used or regulated.
''


I added the emphasis...

Anyway, either Ariad has it's head in the sand on this
one...or they have an older patent that clinches something
for them...or they have an ace up their sleeve as far as
a different vector entierly.

The only other thing I can think of that would justify
their seeming lack of interest before now in AAV patents,
is that they're going to do a deal and all of the Avigen
chest pounding will be moot.

Any thoughts? I thought I would start to craft a letter
to Ariad asking if they will address these thoughts
in the annual report. We got our mid-year letter back
on August 14th...so it wont be long from now for the
next update.

--Mike
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