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Replies to #7338 on Biotech Values
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DewDiligence

02/04/05 4:13 PM

#7344 RE: bladerunner1717 #7338

>>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.
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io_io

02/04/05 5:08 PM

#7355 RE: bladerunner1717 #7338

"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.