Jump to content



Recommended Posts

  • Replies 43.2k
  • Created
  • Last Reply

Top Posters In This Topic

  • chiller


  • diana


  • Livas1


  • jezzabot


Top Posters In This Topic

Posted Images

They having been producing this stuff for a while now and it seems stockpiling until they can show the authorities that they can consistantly produce. So what will happen to all this old stock, what is the shelf life? What if they keep producing and authorities still don't place the orders.


Must be pretty convinced to open new factory without orders from the first one.






Link to comment
Share on other sites

I look at this way the only people who know what is really going on are the directors.Therefore they who have repeatidly stated that the most important thing to thiis company is the retention of the scientist in moscow have set trigger points for these people to get their shares back.Now we are seemingly a long way off these points so they must be prett bloody confident in reaching these points if the the retention of these scientists is crucial Otherwise why wouldn't these scientists just walk away and take their knowledge with them to another Bio Company.Time will tell but you the directors don't throw money into a company if what you are telling your shareholders is rubbish.FairDinkum Macrae go away and annoy some other thread http://www.sharescene.com/html/emoticons/weirdsmiley.gif
Link to comment
Share on other sites

QUOTE (macrae @ Sunday 18/01/09 03:02pm)

Is that a serious question or just another knock?


If you have a product in demand with limited if any serious competition it'll sell and if you can only supply 10-20% of that demand you have two choices you either build or buy a larger factory to increase supply.

Building a new factory will take roughly 2 years so they need to start it as soon as possible but they wouldn't commit to such a project unless they had confidence their product will sell.

What gives them that confidence?

I would imagine it'll have something to do with Ropren working and everyone who has anything to do with it eagerly excited and interested in it.

People say well sell the bloody thing then if it's so good and it's frustrating that they can't but that's not our call it's the Russian authorities that put that restriction on us until we make 15kg a month for consecutive months. I saw this as a good thing http://www.sharescene.com/html/emoticons/lmaosmiley.gif because it showed that the authorities know this will sell and they don't want a product entering the market with limited supply to select hospitals and only those who can afford it getting it as that can create other problems.

That's just my opinion.

Link to comment
Share on other sites

Some big money being thrown around. This was announced last week..




Bristol-Myers Squibb and ZymoGenetics Enter Global Collaboration on Novel Hepatitis C Compound

PEG-Interferon lambda is a Novel Type 3 Interferon in Phase Ib trials

Business Wire

PRINCETON, N.J. & SEATTLE -- January 12, 2009

Bristol-Myers Squibb Company (NYSE: BMY) and ZymoGenetics, Inc. (Nasdaq:
ZGEN) today announced a global collaboration for PEG-Interferon lambda, a novel type 3 interferon currently in Phase Ib development for the treatment of Hepatitis C, and its related development program.

Under the terms of the collaboration, Bristol-Myers Squibb agreed to pay ZymoGenetics an upfront cash payment of $85 million for the development and commercialization rights to PEG-Interferon lambda, and to pay an additional license fee of $20 million in 2009. ZymoGenetics could receive additional payments of up to $430 million based on pre-defined development and regulatory milestones for PEG-Interferon lambda in Hepatitis C, up to $287 million in development and regulatory milestones for other potential indications, and up to $285 million based on pre-defined sales-based milestones.

The companies have agreed to co-develop PEG-Interferon lambda in the United States and Europe and will share development costs. It is anticipated that ZymoGenetics will conduct a significant portion of continuing Phase I and certain Phase II development activities.
ZymoGenetics will have the option to co-promote in the United States and to share profits on product sales with Bristol-Myers Squibb.
ZymoGenetics may opt out of the co-development, co-promotion and profit sharing arrangement in the United States, in which case ZymoGenetics will receive royalties on PEG-Interferon lambda sales worldwide.

Outside the United States, Bristol-Myers Squibb will be responsible for commercialization and ZymoGenetics will receive royalties on product sales.

"We welcome the opportunity to combine ZymoGenetics' strong foundation in discovering and developing therapeutic proteins, with our own internal research and development expertise in working on this innovative Hepatitis C therapy that has the potential to help patients prevail over this serious disease," said Francis Cuss, MD, Senior Vice President, Discovery and Exploratory Clinical Research, Bristol-Myers Squibb. "The profile of PEG-Interferon lambda offers the possibility of improvements in the safety and effectiveness of combination treatment for Hepatitis C and makes it an ideal fit with our emerging portfolio of small molecule anti-virals."

"We believe Bristol-Myers Squibb is the ideal partner for ZymoGenetics and that we share the vision that PEG-Interferon lambda could become an important part of treating patients with Hepatitis C," said Douglas E.
Williams, Ph.D., Chief Executive Officer of ZymoGenetics. "We look forward to a productive partnership focused on bringing PEG-Interferon lambda to Hepatitis C patients as rapidly as possible."

PEG-Interferon lambda (IL-29) is a novel type 3 interferon currently in Phase Ib development for Hepatitis C. The native human protein Interferon lambda is generated by the immune system in response to viral infection. PEG-Interferon lambda has the potential to be uniquely differentiated from available interferon therapy because Interferon lambda mediates anti-viral activity through a receptor that is distinct from that used by Interferon alpha and is present on fewer cell types within the tissues of the body. As a result, the possibility exists for more targeted delivery of interferon therapy and an improved therapeutic index.

The effectiveness of the agreement is subject to antitrust clearance by the United States Federal Trade Commission and Department of Justice, under the provisions of the Hart-Scott-Rodino Antitrust Improvements Act of 1976 and other customary regulatory approvals.

About Hepatitis C1

Hepatitis C is a virus that infects the liver and is transmitted through direct contact with blood. An estimated 170 million people worldwide are infected with Hepatitis C and, of these, 94.5 million people live in the Asia Pacific region. One to five percent of people with chronic infection will develop liver cancer. Although there is no vaccine to prevent Hepatitis C, it is a curable disease.



Link to comment
Share on other sites

In reply to: Livas1 on Monday 19/01/09 09:17am

Livas1: Indeed, some big bucks being thrown at promising biotech companies. In my view, however, SLA will not be the one on "the shopping list". There are other Aussie biotech companies that I can foresee to become targets. Just IMHO.

As most posters know, I have been LONG on SLA for years now and never sold a single share. I feel confident that SLA's shareprice will eventually go beyond its previous high, if this will be in 2009 or 2010 I do not really care too much.

I have a question, however, and would like to get the views of others: With the Russian ruble in a bit of trouble, will the price per Ropren course (always expressed in US$) be able to remain the same, I wonder?


Link to comment
Share on other sites



Point 1. "There are other Aussie biotech companies that I can foresee to become targets."


You might recall SLA has beaten of a couple of suitors already. I think they are very much open to take over offers; especially when sales begin of Ropren. Prime target IMHO.



Point 2. "will the price per Ropren course (always expressed in US$) be able to remain the same, I wonder?"



Totally agree. With the ruble, US$ and Aussie$ all over the place I think it is going to be a juggling act.

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now

  • Create New...