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Dew, that's my understanding also. I have to conclude the information regarding collaborations with "big" pharma is outdated back to the days when GTCB was flying high with the promise of Enbrel, Tysabri etc coming from our goats. Me thinks the Cowen report used outdated material and is either old or inaccurate. Would that it were not so. bp
Can anyone clarify collaborations mentioned eg Bristol Meyers, etc? I think these are of historic importance only perhaps except Elan which is quiescent at best when the tysabri program was put into suspended animation. Dew??
Dew, So noted but funny how Dr. Cox did mention malaria vaccine during last conf call but had not brought this subject up during several preceding communications. I don't think its dead. bp
Dew, Re the 9 M. Does that mean it is in the bank? Getting interest? When GTCB says it has 50 M in the bank that clearly does not include the 9M? What is the real number (in the bank) 59 or 41?? Still a little confused. The Merrimack income is good news but a little unclear. Could it just be money owed for previous work of for ongoing commitments. If we could know the latter than phase 3 MM-093 strongly implied. Regards, bp
Dew, I agree the CC was very encouraging with more irons in the fire than the past. If that was you asking the last question, and I think is was, the Merrimack information is very important and they have always been deliberately vague in the area. My question is that I am unsure as to what biogenerics refers to as well as follow on biologics. Does this mean the agents like Enbrel or Tysabri will lose patent protection and then be made by goats? Thanks, bp
Dew and Floblu, Don't you think it was curious that in Dr. Cox last presentation there was absolutely no mention of MM-093? (Unless I just missed it.) If they were still making it for Merrimack e.g. for ongoing psoriasis prograrm would he not at least mention it? I realize there is an unusual silence regarding Merrimack here and no one really knows why. Dr. Cox mentioned the need for tonnage quantities of monoclonal antibodies. Yet due we actually have a true monoclonal antibody program? Even one? Atryn is an anticoagulant, A1AT is an enzyme, malaria program is a vaccine, albumin is a protein, hemophillia factors are proteins. So where's the beef? Is AFP a true monoclonal? And if so could that be the reference for tonage quantities? Curious as to your thoughts.
And yet they took the program far enough to vaccinate monkeys and show protection. There is after all a new iteration of the influenza vaccine every year! Thanks for your observations, it is still not clear to me why the dead end with no information, if only to say the program is on hold. Maybe Dew can ask about the status next conference call? Regards to all, bp
Nice find. The news was quite exciting but the silence that followed was deafening. Would have thought the Gates Foundation with their commitment to malaria cure might have chimed in or NIH. It has been literally years since Dr. Cox has made mention of this program. Any ideas why?
when high ranking officers leave a company with supposed explosive potential perhaps they know something. perhaps Merrimack is witholding data as a favor to gtcb so gtcb can survive to fight another day once revenues come on line from atryn. just random musing.
Thanks bloblu, true to your word as always. If they "go it alone" in this world of dead end big pharma projects that would not be a good sign. June conference, hmmm, if data were that good an expedited journal submission would seem the way to go rather than wait these six months more (that is a one year delay from originally forecast data presentation), my take is that they are not on fire. bp
gym, GERN is my "other" holding. Anticancer agents that target telomerase look promising and of course their unsurpassed IP position in embryonic stem cell therapy stands alone. If you think there is a future there it is certainly worth more investigation. bp
Thanks Dew, I follow Geron pretty closely. They gave this one up I think to keep the "human" side of the technology according to the settlement. bp
Could anyone clarify, is this ACT technology or GERN technology. Thanks bp
Floblu, Hope 2007 is a little easier on your GI tract than 2006, Best New Year wishes to all and special thanks to floblu and Dew for their hard work in trying to keep our own GI tracts from imploding! bp
So floblu, What did Merrimack say (its 12:01 eastern time)!
Floblu, Of course you do. Who else would be willing to call Merrimack PR person at 12:01 Jan 1st 2008?? Sleuth work always appreciated. Best wishes for this holiday season and new year, bp
If I had ESP I might have waited to buy the goats now instead of oh so many years ago. Thanks for making the effort to contact. Will await with interest. bp
Good thoughts, this sounds like a job for someone with the investigative abilities of floblu...
Dew, Thank you for summarizing events that we should find reassuring. I think we all await with interest floblu's next call to PR at Merrimack. Still, why would high ranking personage leave Merrimack at this critical point? Hope someone can make contact and define for us. Regards to all and happy holidays. bp
That should read recent thread. Sorry bp
Dew, When you have a minute could you please review recent threat on yahoo msg board re perported unhappiness within the ranks of Merrimack? Thanks, bp
I differ. A patient would gladly take "leach spit" if a physician he trusted recommended. If physicians are educated they can make a choice (of course influenced by the third party payors who might also weight in here if goats make the substance more cheaply and it is as safe or more so. bp
In 2000 at the time genz had a close partnership with the goats, AT III given orphan status for heparin resistance. Might this status still be in effect for off label use once HD approved?
Dew, Because of orphan drug potential for Kamada/PARI project, does that mean gtcb's prospects for same are nil? Or would gtcb's AAT be a "different drug"?
Dew, Thrombate III mailing received today as direct marketing for this agent. This is a plasma derived agent by Talecris, but you know that. I have never seen this before directly marketed to docs. The potential to transmit infections including hep C is noted in precautions. This means to me they feel the pressure of oncoming competition. Its good for us, let them develop the market! Their blurb: "One per 2000 people in the general population has hereditary antithrombin III deficiency. One therapy is FDA approved to treat it. Ask us about Thrombate III (Antithrombin III (human)). Restoring the balance in hemostasis"...etc, etc. INTERESTING!! Regards to all,, bp
Can I vote on line?? I went to web site for gtcb but couldn't see how I might do this...Guidance please Thanks bp
Dew, Safety of MM-093 yet to be established, of course safety of AFP at least intrinsic AFP tested on millions of child bearers who seem to have done well! What is behind your (hopefully correct) supposition that this agent should be safer than Enbrel et. al.?? I recently saw a patient who had been on Enbrel for over three years with great inprovement in her RA but unfortunately developed disseminated histoplasmosis (which I know little to nothing about) but my pulmonary consultant has seen a few. If AFP were safer in this regard it would indeed fit floblu's definition of bombshell (in the positive sense). Again hats off to floblu for great IP updates and for helping to pry open the Merrimack wall of silence. And to Dew's insights which have prevented (thus far) my entry into the assylum as I have watched this wonderful and promising stock decend into the land of goat goo (at least lately), but as they say one man's goo is another man's treasure...regards, bp
Flo, Thanks for sharing your information. Do we know that some alternative production method might not be more attractive to a potential partner? Could you define "bombshell?" Thanks, bp
I missed the info regarding increasing the herd for the Merrimack program, where was that said? Thank you and best regards, bp Also my last post re Enbrel might be of interst to some...
Dew, Yet another case of dissimenated histoplasmosis possibly related to Enbrel...My pulmonary guys have seen a few. But the RA gets better, at some cost. Considering the Tysabri flap, after all every good drug we use seems to come with some risk I am wondering about the Merrimack program in a different light. Your CC question was indeed a great way into the "back door" of obtaining some reasurring knowlege. The last chapter of status with Merrimack has probably been written but is not "published". Regards, bp
Such as??
Dew--Am unaware of any precedent for filing after phase II. Can you speculate as to reasons for delay? My own views are that delay may be do to redesign for phase III, or running out the clock to see if some statistical end point met with more time. Also could you speculate what undisclosed program with Centor might be? Regards, bp
In current profile only mention of big pharma is Elan. Suspect this is only dormant program that might have hope of reactivation. We went from such hopes for Remacade production, albumin etc to where we are now. bp
the silence is deafening...
http://biz.yahoo.com/bizj/061018/1362076.html?.v=1 mblimon try this. News release under genz today. I agree Centocor an unknown and so little ever said in Cox cc re this program.
Dew--New Harvard--MIT--Genzyme collaboration re malaria seems to diss any recognition of malaria vaccine from gtcb. No word here from NIH or Gates foundation. Unfortunate. This leaves Merrimack (car 54 where are you) and Elan, still mentioned in gtcb profile with tantalizing hope tysabri program will be revitalized...
Dew, I never understood this before, thanks.
Regarding the 'shareholder protection plan": Can someone clarify what this means in practical terms? Does the preferred stock issued as part of that plan only follow shares owned before 2001? How does this impede a hostile take over? Shares issued after 2001 I presume do not have the perferred stock issued with them?? Some simple explaination a simple guy like me would help. In my mind if a take over were to be difficult it would enhance the value of the stock as "upside" might be less limited. Downside as we have seen basically has little place to go. Thanks
Dew As always, thank you for your kind reply. bp
Dew, Have of course made the transition from Yahoo to ihub to keep track of your message board, worth the trip. Have been in this stock probably as long as you and plan to stay for the duration. I am curious and your memory will probably serve to answer this question. Back in the days of creation, there was morning there was night, there was Genzyme, Genzyme Tissue Repair, Genzyme Oncology, doing vaccine work and there was Genzyme trangenics now GTC-B (the later not structured as a tracking company of Genzyme.) We know the fate of the so called tracking companies and the preservation of the independent stature of GTCB (the survivor of sorts). There was something called an investors protection plan that was voted on to protect guys like me who lost not only their shirts but major portions of their wardrobes in the tracking company debacle. So to the question. What stops the acquisition of GTCB at these low prices? Are we "protected" in some way? And was this the reference to the 19.9% regarding recent structure of deal with LFB? Thanks, bp