Replies to post #4540 on ImClone Systems Inc (formerly IMCL)

[jbog]

Biophud.......

a) The best antibody for Imclone to proceed on it's own with would be IMC-1121b, it's vegf-2r drug. Imclone has superior IP protection so it can proceed on its own pace.

b) I would like to see Imclone eventually partner overseas sales of most of the antibody's, but they should be in no hurry to do that. Imclone has the advantage of having a very nice balance sheet so it should really know the value of its products 1st.

c) I believe Imclone has actually changed its tune as far as non-onc indications. I believe its going after a couple of indications (fgfr and pdgfr beta) itself at this point.

d) If Imclone does eventually partner overseas I think it'll be with one of the powerhouses, probably Sanofi or Novartis.

e) You mention the Igfr drug. I actually think that drug has a lot of potential but the problem is everyone and their mother are going after the same target. Imclone seems to be in the number 2 position right now, right behind Pfizer.