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Replies to #49036 on Biotech Values
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DewDiligence

06/27/07 9:52 PM

#49037 RE: EyeGuy #49036

> Sirna-027 is licensed exclusively to Allergan, so unlikely Merck has any rights to put it into a device.<

AGN has not expressed much interest in the program since Sirna was bought out by MRK. I would not be at all surprised to see MRK pick up AGN’s rights. Regards, Dew
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DewDiligence

06/28/07 2:15 AM

#49044 RE: EyeGuy #49036

AGN – As an addendum to message #49037, it’s worth noting that, with the Inamed acquisition, AGN has strayed pretty far from its roots in ophthalmology. Hence it’s not really surprising that the company appears to have little interest in sirna-027.

Other than Botox, AGN’s therapeutic-pharmaceuticals business is utterly pedestrian. If you listen to an AGN CC these days, 90% or more of the discussion pertains to aesthetic medicine: breast implants, dermal fillers, the LapBand device and, of course, Botox. It’s not the same company anymore.