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Biotech / Medical : Munch-a-Biotech Today
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To: scaram(o)uche who wrote (120)1/29/1999 10:24:00 AM
From: Biomaven  Read Replies (2) of 3158
 
Rick,

We will see a sudden transition from M&A activity based on accretive earnings to one based on a grab for intellectual property and thus the "right" to advance toward molecular medicine on a broad front.

A very interesting prediction. Let's see if we can flesh this out a bit by figuring what key IP is held by some smaller companies.

Here are some disorganized thoughts on the issue:

In gene therapy, some small companies seem to have key technologies.

Lots of small companies have rights to significant individual molecules, receptors etc. A good example is SNAP, with its rights to a bunch of serotonin sub-types.

GERN and maybe CTII have stem cell IP.

Antisense technology for ISIS.

MAB technology spread around among a handful of companies like PDLI and ABGX.

Obviously there's also the sequencing gold rush, with INCY, HGSI, MLNM etc.

(I'm sure there's lots more I've omitted - feel free to jump in everyone and add to the list.)

Which of these technologies/companies do you think are candidates for an IP munch?

Peter
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