sowas... ich dachte du wärst nicht mehr bei ariva... bin jetzt nur zufällig über dein posting gestolpert
stimmt schon... die Suche nach alten Postings wird einem nicht gerade einfach gemacht: eine Suche nach einzelnen Begriffen gibt es nicht... allerdings kann man mit google (suche nach "ariva" und den Begriffen) manchmal etwas finden. Ansonsten, wenn du Postings einer bestimmten Person suchst (z.B. von dir selber) einfach die ID anklicken... und "mehr" bei den postings. Wenn du das entsprechende Posting anhand des Titels gefunden hast und diesen anklickst, gelangst du aber nur zum Thread... also Datum und Uhrzeit deines Postings merken und den Thread bis dorthin durchblättern. So finde ich zumindestens meine Postings hier bei Ariva.
Zu deiner Frage:
ich kenne diese Dinge von der Börse her auch nur in groben Zügen - z.B. sind mir Spezialisten wie die von dir genannte Domantis vorher unbekannt gewesen.
Meines Wissens gehörten Protein Design Labs (www.pdl.com) zu den ersten, die sich ausschließlich mit der Generierung therapeutischer AKs beschäftigt haben... dafür haben sie eine Technologie zur Humanisierung von Maus-AKs entwickelt. Dann folgten die transgenen Mäuse von Abgenix (www.abgenix.com) und Medarex (www.medarex.com), die nahezu vollständig humane AKs produzieren. Ein weiterer Schritt ist die Erstellung von AK-Bibliotheken für vollständig humane AKs wie die von CAT oder Morphosys. Also diese vier (fünf) sind die eigentlich nennenswerten AK-Unternehmen am Markt. Die AK Produkte kommen aber meistens (noch) von anderen...
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PDFs...
http://www.wrhambrecht.com/sector/biotech/notes/ir20021114.pdf
----> (Stand 2002) Seite 3 AKs am Markt, Seite 6 Überblick der AK-Unternehmen
http://www.cx.unibe.ch/immunology/teaching/Block7/...dy%20therapy.pdf
http://www.gene.com/gene/news/kits/science/pdf/...euticantibodies.pdf
http://www.woodmac.com/pdf/horizonssample.pdf
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A Battle in Biotech
The Motley Fool Take
Protein Design Labs
Genentech
Biotechnology
By Tom Jacobs (TMF Tom9)
August 15, 2003
"We used to go out," biotech drug maker Genentech (NYSE: DNA) reportedly said of Protein Design Labs (Nasdaq: PDLI), "It was nice, but it's over."
This shocked investors like me who had always considered the two biotech's Ward and June Cleaver, Batman and Robin, bagel and cream cheese. Fears of the breakup clobbered Protein Design shares to the tune of 25% during trading today.
The companies dispute whether Genentech's new Xolair asthma treatment requires licensing Protein Design patents and paying royalties. The companies shared certain patents and drug candidates under a Patent Licensing Master Agreement that expires next month, but Protein Design today issued a statement implying that Genentech is balking on Xolair and any extension of the Agreement -- at least that's how I read it.
It's not overly dramatic to say that Protein Design's very survival is at issue. The company desperately needs a good relationship with Genentech -- and the 100% gross margin royalties that flow from licensing -- to stay alive and grow. It's burning cash at the rate of about $60 million a year. And while that isn't near-term fatal to the company's net cash of $434 million (as of June 30), things look lousy with no in-house products in Phase 3 trials if the intellectual property loses potency. Every penny counts.
This is the first challenge to the biotech shibboleth that Protein Design just about owns the second-generation technology for making monoclonal antibody drugs (mAbs) that are just now maturing in development, passing Food & Drug Administration muster, and hitting the market. If the first coming of biotech was recombinant DNA proteins like Amgen's (Nasdaq: AMGN) Epogen, Aranesp, and Neupogen and Genentech and Eli Lilly's (NYSE: LLY) Humulin, the second is mAbs drugs.
Mouse or man?
Protein Design's Labs mAb biotechnology is the third of the four that are prevalent. The first generation of mAb drugs were murine (mouse derived), followed by chimeric (mixed mouse-human), humanized, and fully human (through transgenic mice or phage display technology).
Murine: Johnson & Johnson's (NYSE: JNJ) Orthoclone (organ rejection).
Chimeric: Johnson & Johnson's ReoPro (heart attack) and Remicade (Crohn's disease); Genentech and IDEC Pharmaceuticals' (Nasdaq: IDPH) Rituxan (non-Hodgkins lymphoma); Novartis' (NYSE: NVS) Simulect (organ rejection); ImClone Systems' (Nasdaq: IMCL) candidate Erbitux (colon and other cancers).
Humanized: Protein Design is a partner in Genentech's Herceptin (breast cancer), Wyeth's (NYSE: WYE) Mylotarg (leukemia), MedImmune's (Nasdaq: MEDI) Synagis (respiratory virus), and Roche's Zenapax (organ rejection).
Fully human: Abbott Laboratories (NYSE: ABT) Humira (rheumatoid arthritis). Abbott's Humira partner Cambridge Antibody Technology (Nasdaq: CATG), as well as Medarex (Nasdaq: MEDX), and Abgenix (Nasdaq: ABGX), own and license key patents for fully human mAbs.
The last group excites bio-speculators as their own and partners' pipelines mature. In June, Ron Garren, M.D., editor of biotechInsight and consultant to New York's InvestBio, made a strong case for all three of these companies based on balance sheet, drug trial data, and -- important considering today's news -- good patent positions.
But more drugs are slated to come on the market near term using Protein Design's technology than the fourth and last group because of industry logistics. The five steps of drug development take 10-15 years, so biotechnologies will advance long before drugs made from them appear in the hospital or on the pharmacy shelf.
Protein Design Labs' day is now dawning, and it needs Genentech. The company is the undisputed top dog in monoclonal antibody drug development because of its golden touch in choosing just the right partners and drug candidates that win FDA approval, produce future revenues, and shower royalties or even revenue shares on partners.
Given the Agreement's September expiration, this could be mere posturing for negotiation purposes. Patent skirmishes are routine where real money is at stake, but they most often lead to the combatants calling a truce, cross-licensing each other's patents with or without some cash, and moving on. Thus the current spat could be relationship jitters, a cry not to "take me for granted" and reduce the Agreement's cost, or actually a real problem.
It's this unexpected last possibility that scares investors, and rightly suggests that to invest in Protein Design before resolution is a gamble.
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Umsätze einiger AKs in Mio. USD
Rituxan v. IDEC, geg. Leukämie
2002 247.5 274.9 293.9 346.6 1162.9 §
2001 172.1 187.7 212.8 246.0 818.7 §
2000 85.1 102.8 117.9 138.3 444.1 §
1999 57.1 74.4 72.6 75.3 279.4 §
1998 37.7 34.8 39.4 50.7 162.6 §
1997 - -§- 5.5 5.5
1997 FDA OK
1996 Phase III completed
1995 Phase III begins
1994 Phase II initiated
1993 Phase I initiated
1992 IND
1991 antibody
Synagis v. Medimmune, geg. Atemwegserkrankungen
2002 668 §
2001 221 15 30 250 516 §
2000 177 7 31 212 427 §
1999 293 §
1998 110§
6/98 FDA OK
11/96 - 5/97 Phase III
12/94 - 4/96 Phase I/II
Herceptin v. Genentech, geg. Brustkrebs
Q1 Q2 Q3 Q4 Y §
2002 86.8 95.1 96.7 106.6 385.2 §
2001 81.4 78.8 83.9 102.7 346.6 §
2000 68.7 66.7 72.6 68.0 275.9 §
1999 39.9 46.2 47.9 54.4 188.4 §
1998 - - - 30.5 30.5§
1998 FDA OK
1997 Phase III completed
1995 Phase III begins
1993 Phase II initiated
1991 Phase I initiated
1990 antibody
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ich weiss allerdings nicht mehr, welche Liste ich damals gepostet habe... willst du etwas spezielles wissen?
(warum sollte mir deine Bitte "unangemessen" sein ???)
Gruß,
ipollit ;-)
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