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  • gasmanchad1 gasmanchad1 May 26, 2013 1:49 PM Flag

    Value of the IP

    1. BiovaxID - it all depends on if the original data is valid. The downside is they still do not even had a SPA approved phase 3 trial designed for a perspective buyer. Also, the + data was all obtained by retrospective datamining which is alwats frowned on (this is the downside of GALE's lead candidate Neuvax as well). Lastly, several other treatments for B cell lymphomas in pipeline at other companies. Still, the potential is huge to a potential buyer if the treatment really does work.
    2. AutovaxID - this is a process with multiple profitable applications for mass producing custom vaccines. This patent will find a buyer with or without BiovaxID
    3. Cyrevia - revolutionary potential. Downsides is patent is for a process and not a drug (cyclophosphamine is patented by baxter and that patents runs out shortly), which is harder to obtain and enforce. Also, no phase 3 with spa designed and approved yet for a potential buyer. Still, with good management, this patent alone good be the basis of a new company.
    4. Sinunase - dead, it does not work as a medication. The delivery device may have some efficacy but I doubt it would have mainstream appeal.

    If you believed in the products, but just feel the failure is management then follow these patents. My guess is there will be no bidder and they will sell the IP in pieces to maximize return for bondholders. Be interesting to see where the different patents wind-up. AutovaxID actually looks like the prettiest girl at this dance.

    Sentiment: Hold

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