Jbog--Thanks for your opinion. I reinvested some of my MLNM profits into Takeda (TKPHY). I like the fact that they are investing in US biotechs. While they may have overpaid for MLNM (I'm not complaining), I think that the move will pay off in the long term.
Also there is a connection to IMCL/anti-EGFR. The link below shows that Takeda USA is developing EMD72000--I did not realize that Takeda had rights to this compound? I thought that Merck KGA has discontinued its development?
I think that it is interesting that EMD72000 binds to a different epitope than c225 and there are preclinical data that suggest that it may be beneficial to target both epitopes. A combined product (two separate antibodies or a bispecific antibody targeting both epitopes) would be interesting.
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