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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Biotech Jim who wrote (6191)	12/28/1998 1:26:00 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 9719

BJ: Neither was Hoechst. After signing the TKTX deal, they needed to license technology from CEGE. CEGE is considered as a full partner in the collaboration, moving forward........ patent.womplex.ibm.com Priority date, 11/6/89....... What is claimed is: 1. A method for production of a mammalian gene product in cell culture, comprising culturing a mammalian continuous cell line which expresses an exogenous mammalian target gene controlled by a nucleotide regulatory sequence heterologous to said mammalian target gene, and recovering the mammalian target gene product from said cell culture, in which said mammalian continuous cell line was prepared by: (a) integrating, via targeted homologous recombination, said nucleotide heterologous to said mammalian target gene said target gene contained in a yeast artificial chromosome maintained in a yeast host cell, so that said integrated nucleotide regulatory sequence is operably associated with said mammalian target gene contained in said yeast artificial chromosome to form a recombined mammalian target gene; in said yeast host cell and (b) transferring said recombined mammalian target gene to a mammalian continuous cell line capable of expressing said target gene product under the control of said integrated nucleotide regulatory sequence so that the mammalian target gene product is expressed by the mammalian continuous cell line in culture. *********************************** BTW..... I told Gordon Binder about technologies that he would want at CEGE just after the TKTX/Hoechst deal first made a stink. AMGN decided to pass on the suggestion to finance a collaborative effort between ARIA and CEGE. Hoechst subsequently signed deals with both of them. Rick

To: Biotech Jim who wrote (6191)	12/28/1998 3:11:00 PM
From: rkrw	Read Replies (2) \| Respond to of 9719

I own a slug of TKT. I agree with V1 that a patent loss is priced into the stock. Its really HMR vs AMGN, so its a battle of 2 titans. TKT has patented their production method for over 50 protein therapeutics, so the company is a lot more than EPO. Second protein candidate via HMR is expected to hit the clinic 1H 99. Rumored to be Neupogen, so that will be 2 battles with Amgen. I suspect the rumor is accurate in this case. The EPO trial is fully in HMR's hands, so you will not see clinical data (if thats what you were asking for). Suffice it to say that the clinical data should mirror Amgen's EPO. The company is hopeful that its version will have less side effects, being fully human, but side effects are not a big issue for epo. CEGE is due probably very low single digit royalties on TKT/HMR EPO. I've been told by TKT that HMR licensed the CEGE patents to cover all angles, however the technology is not being used for it and TKT has no need to license the technology or patents in the future. The potential upside, long term, is huge in my opinion. I have no opinion on the patent battle. Don't expect a trial to be initiated until at least the start of 2001, so quite some time away. The case can't be heard until the HMR/TKT version is approved per Waxman-Hatch.