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Qiagen NV Message Board

  • wbart21 wbart21 Jul 24, 2007 10:29 PM Flag

    OT- Court Decision against Digene

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    • thanks wbart...digene has an almost unblemished record of failure in their legal forays so this isn't a complete surprise!

      I do think that genotyping, 16, 18 in particular, will play a role, and i give it 30% odds that the asccp guidelines have been delayed in order to incorporate genotyping based on new data...

      however, genotyping in and of itself is a pretty small market (kaiser found about 4% hpv positives in women over thirty), and commodity...digene, twti, roche, and many others have genotyping capability that is ASR ... and based on the track record so far, i don't think gyn's will be able to handle genotyping anytime soon, if ever, since they haven't been able to comprehend hpv pooled testing so far despite about 20 years of data...

      as you are aware, twti (and roche) have to do the pma route to compete effectively so that will take some time...by then, with qgen's multiplexing expertise, hopefully they'll have the edge ... the competitive edge means coming up with a second generation product quickly, skipping the first generation...that's a tall order given the demanding clinical data needed...

      the markman win is a good one though! congrats on that!

      • 1 Reply to incas58
      • Thankyou for the genotyping insights incas58...I do not disagree about the PMA--multiplexing distinction and the need for extensive further OBgyn education,however, I wouldn't underestimate ASCCP PAP+HPV recos. as a significant driver for takeup going forward.Kudos to Digene for developing this market which is screaming for solutions to benefit our women.

        I obviously feel that twti's positioning in the 16/18 genotyping space,at this juncture, is very good given the lack of competition as the Roche(to be approved)/Digene offerings are broad spectrum. The decision tonight strengthens twti's position.TWTI's Invader chemistry from Univ of Wisconsin is very good and recently recieved some validation from Lab Corp in a competitive evaluation process.
        With 250mm market cap and increasing clarity on 16/18 together with their other offerings I feel they will become part of the consolidation that this market has seen recently.Thanks again.

 
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