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

To: nigel bates who wrote (189)	6/24/2001 11:09:44 AM
From: scaram(o)uche	Read Replies (1) \| Respond to of 1022

So..... the muscle for making MAbs gets distributed further. CRXA was wise to make this move now, IMO. However, it's also late enough that they certainly gave up a large portion of any eventual success. Probably a good deal for all involved, but it's got Medarex and Abgenix written all over it?? In five years, will there be a sufficient number of validated targets to justify all of this optimism? I'm definitely in the "cautious" column, with predominant bets on small molecules. I'm also in the "hopeful" camp. Too close to home. I haven't had a bet on human MAb companies (technology focus) in a long, long time. Wish I had, but also prize my skepticism.