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rkrw

03/22/11 9:12 AM

#116774 RE: jq1234 #116753

I thought the royalty flow alone on MAB deals could have accounted for a nice chunk of the MEDX valuation. So I was in agreement with you, they shouldn't have sold out so low. My impression of medx was the ceo was fairly disengaged. Perhaps that contributed to cashing out so soon.

SGEN is the most Medarex like play I can think of.

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dewophile

03/22/11 9:27 AM

#116777 RE: jq1234 #116753

MITI is MEDX type of company in my opinion



i think it's fair to say all the next-gen Ab platform companies have some similarity to MEDX
it may be a stretch but the BMY data is another notch validating immunotherapy (specifically t-cell mediated) for cancer - something that imo bolster's MITI's overall approach (although the ALL data stands on its own)