Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : Rigel Pharmaceuticals, Inc. (RIGL) -- Ignore unavailable to you. Want to Upgrade?

To: mcbio who wrote (412)	1/13/2009 7:58:11 PM
From: tuck	Read Replies (1) \| Respond to of 566

>>Any idea who it might be or potential terms?<< No, not really. As long as it is with a big pharma, I'll be happy with respect to the "who" part. Since this is also a big indication, and since R788 is at roughly the same stage of development as ZGEN's PEF-Ifn Lambda, I'd hope for terms as generous. In this case, though, I don't really want to see co-promotion stuff. ZGEN has a little sales infrastructure, so that makes more sense for them, but Rigel does not. Upfront depends on how much of the world the deal covers, and who shoulders development costs, of course. The ZGEN deal was global, FWIW. Another angle on the "who" part would be to think which big pharma has the most threatened RA franchise, either from patents expiring or competition from the current leading drugs. I don't know which one(s) this would be off of the top of my head, but someone here probably does. But really, I don't think of "guess the partner" as a very useful exercise, unless we're forming a pool or something. Note also that 788 has potential in some cancers. That would probably be subject to a different deal, but who knows? Oh, and if you read the protocol, you'll note the blood pressure issue is dealt with there, too. Cheers, Tuck