like garren, i have lot's of questions on the regulatory hurdles confronting ymi re: egfr. my very superficial take is that there may be a problem that the drug is licensed from cuba, possibly limiting US sales. there is an IMCL patent, possibly limiting european sales. so what is left? these were garren's comment's on ymi's egfr candidate:
"The technology looks interesting especially the EGFR antibody but I have lots of IP and royalty questions, etc. This is a humanized antibody that is partnered in a joint venture with CIMAB, the commercial arm of CIM (the Cuban Center for Molecular Immunology). The antibody was developed in Cuba. Cuba has spent lots of money and effort developing vaccines and immunologic therapies. In fact Cuba developed the first synthetic antigen vaccine (for meningitis�Neisseria serogroup B). The Cuban programs are very high quality. I do have questions about how they discovered and humanized the antibody in relationship to existing patents in the antibody space. The joint venture may need other licenses to commercialize it in the developed world. There is lots of competition in the EGFR antibody space but they seem to have a relatively direct approach to the market�pivotal trials in combination with radiation for head and neck cancers."
who can set us straight regarding theracim's path to market?
Thanks dew. So it would be possible for YMI to ink a deal with Imclone, (not that it would happen) with for example a 50/50 split?
The griffin report numbers are very conservative. For example they put the price of theracim at $15k and market penetration very low for tesmilifiene. I'am not saying they are wrong. I like the fact that they are convservative but if tesmilifene shows a OS in this group of patients any where close to where it was in the first phase 3 trial then they are very low imo.