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Biotech / Medical : Biogen -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (627)	3/28/1998 9:04:00 AM
From: Scott	Read Replies (1) \| Respond to of 1686

Don't forget, the Immunex approach is apples and oranges to Biogen's. Almost not in the same field, since one approach is for stimulating the immune system, relatively non-specifically, and the other is for surprisingly specific inhibition of immune attack. Immunex is exploiting the complex CD40-CD40L picture from the vastly less medically useful side, compared to Biogen's superior position in the very promising anti-CD40L side. Immunex is throwing CD40L itself, or variants of it such as multimeric fusion proteins, at B cells. B cells generally and nonspecifically will be stimulated by this. While having a horde of overstimulated B cells may or may not be useful in attacking cancers, it would not be at all applicable to the huge anti-CD40L market, since the CD40L compounds would probably WORSEN any of the vast array of autoimmune and allergy-based problems that Biogen/Idec's approach is directed to treating. Richard, don't get me wrong - I enjoy following the news on the entire pathway. Just did not want others on this thread to get the impression that Immunex was a competitor with Biogen/Idec for the real goods, at least based on the information available to date.