Thanks for your post. There sure are a lot of CD20 programs out there, which is not surprising given what a success Rituxan has been.
It will be interesting to see which CD20 programs make it to market and become commercial hits. I don’t think GTC has shown enough cards yet for investors to handicap the likelihood that GTC’s CD20 program will bear fruit.
OT: inNexus - I first heard of the company when I saw they had signed a deal with Royalty Pharma.
It peaked my curiosity and I looked a little at inNexus but thought it too speculative (very early and I couldn't see anything particular in their science that would give them a competitive edge). I didn't look too closely though do you have an opinion on inNexus? TIA
For what its worth I wouldn't take the Royalty Pharma deal as a validation to their technology. I owned drug royalty which had a deal with Cambridge Antibody I believe it was for 1 percent of all revenue (for life). I took it as a cheap call option a royalty company buys. In Drug Royalty's case it was extremely prudent the bad thing management wasn't too great and they eventually sold us (shareholders) out for peanuts! CAT was smart enough to see the potential value and tried to buy out Drug Royalty which lead to mgm selling out for a bit more to someone else.
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