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Biotech / Medical : Biotech & Pharma.T.A, -- Ignore unavailable to you. Want to Upgrade?

To: Galirayo who wrote (621)	1/16/2005 1:44:38 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 3722

Biomaven follows RGEN. Used to be one of my faves, but then they went into autism, about which I know nothing. Biomaven correctly points to a use claim (patent) for ctla4Ig, a molecule that BMY has in advanced clinical testing. the point? ctla4Ig seems to be making more noise of late. hard working, devoted management team, constantly fighting uphill.

To: Galirayo who wrote (621)	1/25/2005 9:28:25 PM
From: Biomaven	Read Replies (12) \| Respond to of 3722

[RGEN] I'm a known non-believer in TA, so lots of folks are going to chuckle seeing me post on this thread. But RGEN may be something of an exception. The key here is that their primary asset (in my view) is a patent (as Rick suggested), not what they are doing research-wise. They have a schizophrenia trial using their autism drug which I think will more than likely fail, and if it does, that might be a good entry point for a speculation on their patent. Their patent potentially blocks a likely billion-dollar drug from BMY. So BMY has to either license it or challenge it - depends how risk-averse they are feeling. If they enter negotiations to license it, I assume the news may leak, in which case I would expect TA to give some leading indication of the forthcoming good news. Hence this post. <g> Peter P.S. I'd appreciate a heads-up if anyone notices anything of interest one way or the other.