>>Garren says that RGEN has an even stronger case against Imclone on Erbitux [than against BMY on CTLA4] and is sure to get some money on sales already on Erbitux.<<
I think Garren has it backwards –in my opinion, RGEN’s patent case against BMY is stronger than the case against IMCL.
"reasoning is that BMY's drug for ..... multiple sclerosis (MS) will be a huge success, and will be launched before the end of the year."
What drug is that ? Seems very doubtful any drug will come close to Elan's Tysabri data against MS, this drug is reportedly off to a very fast launch, with good reason too.