SBS/MDCO
McBio, I think you have a valid point.
You said,
I'm not sure where you get that Sembiosys doesn't have the intellectual property to develop ApoA1.
Upon further digging, I am concluding that Sembiosys believes it has patent on the ApoA1 Milano VARIANT it engineered in proprietary, genetically modified safflower.
From the PR this week:
...SemBioSys' Apo AI(Milano) product is different
and distinct from that in-licenced by The Medicines Company, ...
Also, from some older PR's is this explanation:
SemBioSys' proprietary
safflower-derived Apo AI(Milano) is a des-1,2- variant of Apo AI(Milano) as
previously described in the literature.
By contrast, The Medicines Co I presume owns the patent on the human form used in Esperion's early research.
So, working from the assumption that both companies have valid IP and effective drugs, I suggest the problem from an investment perspective, is whether either company can find the right path to develop a game changing approved drug . My bias at this point is that SBS is interesting as a potential acquisition, though it's a guess whether it would be as a take-over or take-out (to kill it) strategy.
Urche
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