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Replies to #61546 on Biotech Values
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biophud

04/20/08 11:47 AM

#61637 RE: DewDiligence #61546

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