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Biotech / Medical : IDPH--Positive preliminary results for pivotal trial of ID -- Ignore unavailable to you. Want to Upgrade?


To: Roudy who wrote (1634)1/19/1999 2:32:00 PM
From: Maurice Winn1 Recommendation  Read Replies (1) | Respond to of 1762
 
Thanks for the number Don, but I'll leave it to somebody else [with lower long distance charges] to make the suggestion. Maybe an IDEC shareholder or Techniclone shareholder...I'm neither. I'm sure they are aware of such an idea anyway. They know what the competition is and buying the competition is always an option. I just thought a prompt might jog things along.

Techniclone shareholders seem uniformly disappointed with management of their investments, repricing of options, progress on trials, in fact anything except the technology they are backing, Alan Epstein [not the Epstein-Barr virus Epstein I presume though maybe he is he for all I know], Jamie Oliver, Thorpe and maybe a few others. So they would presumably be pleased to get a better price than they currently suffer if IDEC was to take it over.

They are geographically close. Same markets. Same technology type. Labelling issues, FDA stuff, clinical expertise needs; I see synergy every direction I look. A mixture of the two seems desirable too from the point of view of double antigen targetting Rituxan/Oncolym maybe with TNT softening up. While negotiated combined trials would be possible, it would be much better to have a treatment developed under one company. Customers would know who to blame if it didn't work or something went wrong. Clinicians would enjoy better communication than they would with a competitor's staff. Better to all be on the same side versus lymphoma than each betting on an individually inadequate solution. If lymphoma was smart, it would use a divide and rule strategy. So far, lymphoma is winning hands down...

I'm sure the absurd USA monopoly laws wouldn't be used against IDEC - Janet Reno types seem to save monopoly prosecutions for people who have been really successful like $ill Gates, when the State starts to get nervous that their own revolting monopoly is perhaps getting threatened by somebody getting too powerful. The Washington politicians and lawyers wouldn't get a kick out of attacking something small like IDEC. It's beneath their self-important dignity to mix it with the little people.

Maurice
[Looks like you got your $52!]