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Biotech / Medical : Biotechnology Value Fund, L.P.

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To: mike head who wrote (531)3/19/1999 2:42:00 AM
From: scaram(o)ucheRead Replies (3) of 4974
 
PDLI..... yeah, a good patent. I guess we need to see it used effectively in the clinic, and I don't think that anti-CD3 for acute kidney rejection will be a knock-your-socks-off market. I was also surprised to see Cary Queen's "This syndrome is
believed to be due to binding between certain portions of the
antibody constant region and Fc receptors on accessory cells", as I was under the impression that OKT3-associated toxicities were due to direct stimulation of the T cell antigen receptor complex. I must have missed something.

ABGX..... they had news? Do you mean the anti-EGFr release from Monday? As I've mentioned many times now, I got an early op to see, in the lab, that EGFr was an interesting target. However.... they're way behind IMCL. Any advantages the XenoMouse-derived stuff would give them relative to IMCL?

Nah, your questions "took". I just hate to tackle them. Too close to home, or the old home. One is simple.... look to PDLI, Cambridge Antibody Technology, and GenPharm (after a long and ugly patent battle that all but shut them down, spilled out guts and a license to CEGE ------> ABGX) for solid patent positions, if only for certain geographies. As you know, the antibody technology portion of GenPharm was acquired by Medarex after GenPharm had quietly thrashed CEGE. Everything in the U.S. has to go through PDLI. That could be challenged, but I'm not looking for it to happen. You also may want to look at a German company, MorphoSys.

Here's a link that a friend sent to help answer your questions. It leads to a consecutive set of three posts. There are some parts of this discussion which are not correct, IMO, but it's largely pretty good.......

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