cloud477,
Logic? You want to resort to logic on this board? Fair enough, tighten your seat belt. lol
What do you mean?
"But it has not been made until now."
The current owners of the patents 'made it' when they developed it. They did the bench top in-vitro experiments that proved the efficacy of the concept. Where do you think the 'super-EPO' claims came from?
If you are laboring under the assumption that everything licensed by DNAG was just theoretical ramblings on paper, then you have a lower opinion of DNAG's scientific/management capabilities than I have. (and that would be remarkable.)
Here are a couple of excellent questions, the significance of which seem to have eluded the entire board for some time.
For instance, who had previously licensed and researched a dimer EPO? Under what circumstances was this drug "returned"? Again, just asking good questions.
Wouldn't those answers go a long way towards resolving the value of the new drug? Isn't it interesting that while we have heard that the drug was licensed and returned, we have never heard the particulars as to WHY it was returned?
I am in no position to answer those questions, as DNAG management (who surely know the answers) have never provided the information. We have only the fact that they were fortunate to obtain the license 'after' it was returned. Since most such dealings take place out of the public eye, if the first licensee and the licencer don't volunteer the information, we will not become privy to it. It is only in the case of a company trying to make a little mileage with their shareholders that we have heard as much as we have. The careful filters that have been placed on the information will have to be analyzed in their own right.
As far as I know we heard that from Gabriel, but I would not be surprised if the source was Frudakis. In any case it was reported by one of the obsessive list keepers or meeting attendees. Others, more conversant with the details will be able to find the original quote. I believe at the time the situation was 'spun' as an opportunity for DNAG, due to their purported ability to resurrect a drug that may have serious side effects via the addition of a customized classifier.
Another good question.
"At what stage of drug development do you think that the deafening silence you refer to will evolve into a cacaphony of buy orders?"
Since the vast majority of drugs that enter the development process fail to complete said process, ( believe the success rate is in single digits), then perhaps the cacaphony will begin when the drug has successfully completed the ordeal. That would be approximately 'a few hundred million' dollars from now.
I look forward to your 'logical' response.
regards,
frog
