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Biotech / Medical : Kosan BioSciences -- KOSN -- Ignore unavailable to you. Want to Upgrade?


To: Icebrg who wrote (928)5/29/2008 1:08:40 PM
From: rkrw  Respond to of 933
 
I think the royalty is single digit. Been trying to find out but haven't got a good answer. I dont think DNA would munch them to save such a small royalty, considering they never took Idec or OSIP for 25-30%. Also not sure CRIS has any ongoing effort to find new hedgehogs in cancer other than through dna.
Cris focus seems to be on these hdac combinations and their claim they have some sort of highly synergistic effect but its probably smart to be skeptical without clinical proof...

I think a lot of small biotechs are on the block, most probably won't happen, but a few will. Kosan, amazing deal. Iomi got a great deal the other day as well. I'm assuming Bristol is a lot more interested in the epothilone than hsp90 but maybe I'm wrong.



To: Icebrg who wrote (928)5/29/2008 6:58:11 PM
From: scaram(o)uche  Respond to of 933
 
OK, thanks for the thoughts/ideas.

Rick