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Biotech / Medical : Abgenix, Inc. (ABGX) -- Ignore unavailable to you. Want to Upgrade?

To: Miljenko Zuanic who wrote (204)	5/31/2003 4:03:55 PM
From: Icebrg	Read Replies (1) \| Respond to of 590

Miljenko >>Data from only 40 pts, what is AMGN doing?>> I suppose Amgen would very much have preferred to say nothing at all at this point. They don't appear to be very talkative at this stage of the game. But, considering how much it means to Abgenix they had to let something out. This is by and large the only advanced and surviving drug in Abgenix's stable. >>If they wait until PII is completed, Erbitux will be on market for years!>> That's the way Amgen likes to perform the business. But we cannot be sure that Merck will let BMY/ImClone use their data or that FDA will accept foreign trials that might not meet their requirements. >>If they wait until PII is completed, Erbitux will be on market for years!>> I would be very surprised it that patent will hold closer inspection. (I know very little about patents, so it is easy to surprise me). I simply don't think the idea of using two different cancer agents in combination is inventive enough to be patentable. What is you opinion of the addition of another 50 patients to the trial? Is this a try to see, if they can come up with something approvable? Perhaps they would like try to sneak in Millennium-like, if data is consistent and the size of the trial satisfactory. They can still plan for a phase III. As long as the drug is safe - which it appears to be - FDA might be cooperative. I believe that it could be very useful to have ABX-EGF keeping the cancer stable and then use something else to kill off the individual cancer cells. Imclone's patent notwithstanding. Erik