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Biotech / Medical : IDPH--Positive preliminary results for pivotal trial of ID
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To: I. Luttichuys who wrote (357)2/12/1997 7:01:00 PM
From: Brad C. Dunlap   of 1762
 
Hi Bennett, yes I read today's release and believe it to be very positive. This most definantly enhances the breadth of Idec's already exciting pipeline in that it provides not only additional product diversification but also technology diversification. IMO it appears that the small molecule drug companies carry more analytical coverage and higher valuations then the monoclonal antibody companies. My understanding is the technology that Idec acquired is currently in phase II for 8 different cancers[breast,small cell lung cancer,ovarian,non hodgkins lymphoma, leukemia, and a few others that I can't remember]. There is a proprietary manufacturing process that also comes with the deal. This is exciting stuff. I also understand that there was some stiff competition that Idec overcame from some very large pharmaceutical companies that were also competeing for the rights. There has been extensive research behind this technology that is administered in IV form as well as orally. The most advanced research is administed in IV form. I'm not familiar with the court decree that was mandated by the FTC that required the divesture of this product from Pharmacia/Upjohn. I was told that it was because of monopolistic reasons but I have never heard of this before in the pharmaceutical industry. Mentally I have been dwelling about this the entire day and view this as huge positive. Look for earnings late next week and sooner or later additonal analytical coverage will come Idec's way. If you or anyone else has additional insight please share your thoughts.
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