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Biotech / Medical : T/FIF, a New Plateau -- Ignore unavailable to you. Want to Upgrade?


To: tuck who wrote (421)4/11/2001 1:44:30 PM
From: scaram(o)uche  Read Replies (1) | Respond to of 2243
 
I'll take a look. I only remember them from a Biogen license for Hirulog, a thrombin inhibitor. Is that Angiomax? If so, I wouldn't expect it to be a blockbuster. I don't remember the details, but it failed in trials versus heparin for Biogen.

*Not* saying that it's not a good investment.

The double negative there is intentional. It sounds much more full of punch than "not saying that it's a bad investment".

That is..... a little knowledge can be a very bad thing, and I have very little knowledge on this front.

Oral thrombin inhibitor...... anyone know the guidance re. royalty rate, Centocor to DDDP?



To: tuck who wrote (421)4/11/2001 2:56:48 PM
From: Mark Bong  Respond to of 2243
 
Tuck, Angiomax, which was licensed from BGEN was approved and looks good. They will expand market indications, but the overall market is not that large, and there seems to be a lot of competition. I have looked at Medicines Co before, and I do not find it a compelling valuation. I feel that there are many others out there, many that you have mentioned that offer better value. Take care. Mark