AI
Sunday, September 26, 2010 7:13:02 PM
Ablynx:
I listened to the UBS call and started doing a little research on the company and came across this post. They seem to have done a descent job of drawing big pharma interest. The science is beyond me and they are a bit too early stage so I am a long way from being comfortable investing in them.
I was wondering if anyone has any thoughts on the company/technology?
Here is a chart from one of their more detailed presentations on some of the benefits:
http://www.ablynx.com/investorrelations/english/documents/RDDayUSA_12Feb_2010_FINALVERSION.pdf
It would seem if the technology proves out they could have benefits on many fronts (half life, possibly oral/inhaled, small size). But I was wondering some of the disadvantages (which I didn't see the company mention
) like would the molecules not bind as well as traditional mab's and is there higher risk of off-target effects?
I listened to the UBS call and started doing a little research on the company and came across this post. They seem to have done a descent job of drawing big pharma interest. The science is beyond me and they are a bit too early stage so I am a long way from being comfortable investing in them.
I was wondering if anyone has any thoughts on the company/technology?
Here is a chart from one of their more detailed presentations on some of the benefits:
http://www.ablynx.com/investorrelations/english/documents/RDDayUSA_12Feb_2010_FINALVERSION.pdf
It would seem if the technology proves out they could have benefits on many fronts (half life, possibly oral/inhaled, small size). But I was wondering some of the disadvantages (which I didn't see the company mention
) like would the molecules not bind as well as traditional mab's and is there higher risk of off-target effects?
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