| To: scaram(o)uche who wrote (437) | 6/28/1999 3:18:00 PM | | From: Pseudo Biologist | | | |
I have not read the SIBI or OSIP patents carefully at all, and whatever they cover, seems pretty clear SIBI was way earlier. Yet, it seems in my "cursory reading" that SIBI's claims keep mentioning assays that involve chemicals (small molecules) interacting with EXTRAcellular proteins, while OSIP's claims tend to mention INTRAcellular. Could it be that PFE (besides being unethical slime balls, etc, etc -g-) thinks or would like to think that (1) OSIP patents stand on their own, and (2) that, given what they are doing, PFE sees no need to get licenses to further screening IP?
Sorry if this intra/extra cellular stuff had been mentioned before, or if it is just irrelevant, not surprising given my very cursory reading. Also note that the distinction may be quite artificial. Witness the G-CSF mimetic reported by Ligand and SBH a while back. The screen (probably covered by SIBI and/or OSIP patents, BTW) would pick up molecules working both, outside and inside, the cells. Ironically, most of LGND PR tended to focus on their expertise of all this JAK/STAT stuff - all INTRAcellular - via Jim Darnell, but the compound mentioned above seems to work OUTSIDE the cell.
Just curious,
PB |
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| To: Pseudo Biologist who wrote (438) | 6/29/1999 12:44:00 PM | | From: Mike McFarland | | | |
*OT chit chat
Good discussion here of late, not sure
I understood it all, but I gave it my
best. I read it all again yesterday. With
the article in the Journal, who knows,
maybe somebody will notice Sibia soon.
I re-established my half position in
this yesterday, yes, a significant portion
of that pathetic volume was just little ol
me. Had to spend a third of my MAGN to do it,
timing was not so good, I had some magn at 1.5,
took a smidgen of gain, but could have had more
if I'd held off til today, no matter, nearly
20 grand in magn was just too much, back to
just an insane amount.
Anyway...
I'll go to a full position in sibi if we see
a significant dip, there are always buying
ops, but I think I want to be in this now,
espcially if the PFE cloud suddenly lifts.
Thanks to all for your opinions here,
as well as on the patent thread. I am
going to discount PFE's suit as a merely
a mechanism to keep the lawyers busy...
job security and all that. Maybe PFE is
just using it as a negiotiaing took to
snag a lower royalty rate than the others,
then they can look good against the others
paying the extravagant half percent.
Of course a half a percent of what? That
I'd like to know.
In for a penny, in for a pound. Thanks again
all, sorry I don't have anything to contribute
other than that I'm on back on board. |
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| To: Jongmans who wrote (441) | 7/11/1999 11:12:00 PM | | From: RCMac | | | |
Finally, SIBI/BMY Alzheimer's collaboration will begin clinical trials by year-end.
Thursday's report about ELN(Athena)'s work toward an Alzheimer's vaccine took all the headlines (lots of chatter on CNBC, lead stories on TV network news, WSJ and other major newspaper articles, etc), but the WSJ article also noted the good news that BMY would begin clinical trials of SIBI's anti-amyloid plaque protease inhibitor drug candidate:
"[I]f initial safety trials go well [BMY] will quickly move into large-scale tests of effectiveness. In a high-risk gambit to get a drug to market faster, the company will simultaneously conduct four large trials . . . rather than the more typical procedure of conducting consecutive rounds of efficacy trials. . . . The trials will involve several thousand patients and last as long as two years." (WSJ 7/8/99, p. A8, continuation of ELN/Alzheimer's article on front page - hardcopy, sorry, I don't access the interactive edition).
BMY will apparently be spending serious money on these trials. Its apparent strong commitment to development hasn't, I believe, been publicized before now. The 4/30/99 SIBI 10-K noted only that the "most advanced compounds from this [BMY Alzheimer's] collaboration are in pre-clinical development" [p. 10, see also table from p.6, included in post #308 on this thread Message 8680842 .
Rick Harmon's post #384 noted that SIBI IR was still saying early this month that SIBI "expected to hear of clinical plans soon" techstocks.com , Rick having earlier muttered a couple of times about how tight-lipped SIBI was being about this collaboration , e.g. techstocks.com )
On the ELN/Athena effort, see also: techstocks.com
--RCM |
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| To: RCMac who wrote (442) | 7/12/1999 2:03:00 AM | | From: scaram(o)uche | | | |
>> In a high-risk gambit to get a drug to market faster, the company will
simultaneously conduct four large trials . . . . <<
Nice. Won't be boring, although it's becoming "believe it when I see it" material. |
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