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

To: keokalani'nui who wrote (470)	10/19/2005 1:37:11 AM
From: DewDiligence_on_SI	Respond to of 590

All I really want to see is IMCL's patent get stuffed after another, any other, egfr mab is approved. IMCL’s “combo use” patent is worth little or nothing, IMHO. It may not surpass the non-obvious threshold. The problem for AMGN/ABGX is not IMCL’s patent but their clinical data in combination use with chemo. It will be awhile before there are comparable combo data for Pani. I doubt that third-party payers will treat Pani as though it were a generic Erbitux when it comes to off-label use of Pani as a combo agent. Not a lot worth arguing about boys; leaks, whose is better, what will the fda want, is there a rational approval strategy… What the heck are you talking about? These are exactly the questions that dictate how to play this segment of the oncology market.