Moroney sagte auf dem cc auch, das er mit mehreren Interessenten in Japan intensiv am verhandeln sei, wollte aber (natürlich!) nichts konkretes versprechen und ausdrücklich: MOR kann die Prognose 2006 ohne neue Abschlüsse erfüllen, sagte er.
Das Fiskaljahr endet am 31.3. in Japan. Da könnte also durchaus noch was kommen demnächst. Total überraschend für die einen (CS behauptet MOR sei Abschlussschwach, Antikörpertechnologie sei veraltet....).
Lies dazu noch das: The Evolving Market for Monoclonal Antibodies: Facing New Opportunities and Pitfalls
By Lucy Sannes, Ph.D., President, Sannes and Associates, and Malorye A. Branca, Editor-in-Chief, PharmaWeek
With global sales surpassing $13 billion in 2005, monoclonal antibodies (MAbs) are the " up and coming" drug class today. Seventeen therapeutic MAbs are already on the market in the United States, not including antibodies used only for in vivo diagnostic imaging applications. In addition, more than 40 new MAb-based therapies are in late-stage (Phase II or Phase III) clinical development, and even more are in earlier stages of development. What makes these drugs so enticing to developers is their blockbuster potential: Six of the antibodies on the market in the United States today have already reached annual sales exceeding $1 billion each. The market for some is anticipated to reach several billion dollars per year.
Most importantly, while antibodies were once of interest primarily to smaller biotechnology companies, these products have clearly garnered the attention of large pharmaceutical companies as well. Last year, Roche netted a neat $6 billion off of antibodies, all through its deals with Genentech. Today, most large companies want some piece of the flourishing antibody market.
At the same time, antibodies are expensive to make, and payers are beginning to balk at huge bills for drugs that have modest effects. Some clinics in Britain, for example, are refusing to prescribe Genentech/Roche's Herceptin (trastuzumab) for early stage breast cancer, despite the fact that leading oncologists have described the drug's effects in this population as " revolutionary." (See Hortobagyi, G, NEJM, Oct. 20, 2005). Now, the high price tag of Avastin (also from Genentech) is generating similar resistance from payers. Patients and doctors, meanwhile, are increasingly asking, " Why do these drugs have to cost so much?"
http://tmlr.net/testing/jump/?c=18415&a=754&m=3617&p=1759969...
Grüße
ecki
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