Dew--What is your take on the HGSI swap? It would appear that HGSI is very confident in its TRAIL antibodies. HGSI's IP appears to be stronger on the TRAILR-1 antibody and there are no other competing antibodies out there (that I know of). For TRAILR-2, there are competing antibodies in development (AMGN and DNA) and an ongoing IP battle.
I was wondering if it is a possibility for HGSI to strike a deal with either AMGN or DNA to consolidate IP, compare clinical data, and to select the best antibody(s). Otherwise, why would HGSI agree to such a deal?
Full disclosure I own shares in AMGN, DNA, and HGSI. I am interested in this issue because success of TRAILR antibodies would have the most significant effect on HGSI's market cap.
Regards,
biophud
