Jul. 17 at 9:56 PM
$SGMO
Technology for crossing the blood-brain barrier is highly sought after. The focus has shifted in recent years:
Old: Only antibodies targeting amyloid-beta plaques.
New: Antibodies targeting tau protein, anti-inflammatories for the brain, gene therapies, and the technology to efficiently transport these drugs across the blood-brain barrier.
Biogen and Eisai haven't been particularly successful so far and could certainly put those patents to good use.
Novartis is also conducting research in this area, as are AbbVie, Johnson & Johnson, and BMS (focusing on tau protein and neuroinflammatory approaches).
And now, let's think a bit more creatively: Novo Nordisk: they have deep pockets—why not invest here? (Perhaps someone from the forum could give them a call and point out the opportunity.)
This auction represents a unique opportunity for all these players. It is hard to believe that only two are willing to bid—and immediately walk away in a huff if their opening offer is rejected.