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Nobody is going to convince me the only people in the world at any one time happened to be La Jolla or Bremner.For example, MediBIC in Japan has just done a PIPE with Milestone Capital a NZ group who have strong interests in biotech on better terms. It has never been revealed who they are agents for but they are agents and it is not shareholder interests or share price that is their motivation.
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If they think MSB is something they haven't seen anything yet. But that doesn't mean BLT is where its at.




The pharma industry waited nearly the entire year to strike the biggest licensing deal of 2010, and very few would have predicted it would be for stem cells. As such, CephalonÃÆâ€â„¢ÃƒÆ’ƒâہ¡ÃƒÆ’‚¢ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¡Ãƒâہ¡ÃƒÆ’‚¬ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¾Ãƒâہ¡ÃƒÆ’‚¢s (CEPH) agreement with stem cell developer Mesoblast, worth potentially more than $2bn, has left some analysts rather startled.
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Any Aussie discovery biotech that has prospects for a major licensing deal will do very well in the medium term.


BLT.ASX and PYC.ASX are my top two picks, at the moment. Both stocks are well worth detailed investigation. Both have the potential to due huge licensing deals.

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PFE nibbling around the edges. Morphosys is a collaborator of GEN's and partnered with Novartis for a billion plus some time ago. Moroney I believe is a ex-Kiwi with German ties, the Chairman of GEN is German, it was the Germans who backed in AtuGen to make Silence after their trials with GEN failed and we Bayer all over the BLT patent dox.


No financials released.



MorphoSys subsidiary, Pfizer sign agreement on Sloning technology platform

PBR Staff Writer Published 13 December 2010 Sloning BioTechnology, subsidiary of MorphoSys, and Pfizer have signed a non-exclusive license and technology transfer agreement that covers the installation, training and use of Sloning's technology platform Slonomics for fabrication of gene and protein libraries at Pfizer's subsidiary Rinat Neuroscience in South San Francisco.




MorphoSys claims that Sloning's Slonomics technology enables the precise construction of protein libraries comprising defined mixtures of amino acids at pre- determined positions with unprecedented speed.


The MorphoSys subsidiary will receive an upfront payment in 2010, and stands to receive annual license fees over the patent lifetime of the Slonomics technology platform.


MorphoSys CEO Simon Moroney said that this significant alliance around the Slonomics technology, only weeks after they closed the acquisition of Sloning, clearly illustrates the potential value of the platform.


"This alliance with Pfizer creates immediate value for our shareholders and is just the beginning of what we expect to be a considerable return-on- investment from the combined technology platforms of MorphoSys and Sloning in the years ahead," Moroney said.


MorphoSys acquired Sloning BioTechnology in October 2010.

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yeh - like anyone know of any listed company with exclusive commercilisation rights to

an HIV stem cell gene therapy that's already in human trials??


But the man's example has given gene therapy a "shot in the arm," Johnston said. "It's not just a pipe dream any more, somebody has been cured and we need to work out how we can come up with a cure that will be more readily available to everybody out there who needs it. That's over 30 million people living with HIV."




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