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 : Munch-a-Biotech Today -- Ignore unavailable to you. Want to Upgrade?

To: Biomaven who wrote (316)	3/30/1999 11:58:00 AM
From: scaram(o)uche	Respond to of 3158

Peter: I was very surprised to see this license. I had hoped to see a steady flow, but I didn't expect the flow to begin for a couple of years. This is, IMO, a very good sign. The companion patents recently issued in Europe. I don't know a simple answer to your question. Methods covered by claim language are commonly being used throughout pharma. In general, details of any drug discovery process become a part of the public record after FDA approval. Trade secrets can be maintained, but I believe that a company would be choosing significant liability if they claimed trade secret when in fact they were trying to hide infringement. I suspect that licenses will become more expensive if the KDUS re-exam fails, and I'm hoping that the BMS license will start a flood. At about $7/share or so, I said that, IMO, the patent portfolio at SIBI alone was worth the market cap. Whether or not you feel that any one of the three ongoing phase II trials will succeed, you've got to love the op to at least watch this business plan unfold. Within two years, we could see $1 and we could see $100.