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Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (227)	6/16/1999 12:01:00 AM
From: mike head	Read Replies (1) \| Respond to of 52153

Rick. Appreciate your feedback. A cursory review of their Web page--- {Sure enough, He does walk on water!!} About Alusuisse-Lonzo; why, sure enough they're both headquartered in CH, sorta, but are highly diversified conglomerates... Lonzo has a deal with Genzyme transgenics, but manufactures chemical 'specialties' all over the world!(even Texas!) There appears to be some relationship with Alusuisse, who makes composite building 'skin', but no connection with Celltech. So Celltech does put it's annual report on-line; all 51 pages of it! My take- (And remembering that HE walks on water), and I'm an architect--not a biologist, is that it seems to be sort of a hybrid British composite of IMNX, CENTO, & PDLI, at least in sofar as their primary platform is MAb's and they're persuing all the same indications as their US brethern noted above. Sorry- not much help... If anybody wants to wade through 51 pages of AR, it's here>>> celltech.co.uk The rest is silence! God Bless Pax et Bonum, mch

To: scaram(o)uche who wrote (227)	6/16/1999 9:18:00 PM
From: Pseudo Biologist	Read Replies (2) \| Respond to of 52153

Re <<Celltech's "The anti-TNF collaboration with Bayer that went thud was a Chiron MAb, I believe. That may help as you start down your mucky path, as the project is probably still alive (on paper, if not in reality)." >> Here is the "paper life" celltech.co.uk Why couldn't this be another Embrel or Remicade? Naively, one can even see some advantages in Celltech's version (humanized vs. chimeric, IgG4 vs. IgG1 - meaning less likely to kill cells with TNF on the surface, etc). Or is there something about this particular antibody you don't like? Their myeloid leukemia project, partnered with AHP, is scheduled to have a BLA filed in the near future. Yes, Mike your characterization of this company as Centocor et al-like is right on as far as I can tell. Here is the table with all the clinical projects: celltech.co.uk (seems a bit out of date) PB