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Biotech / Medical : Biotech Valuation

CRSP 56.87

-2.3%

Dec 5 9:30 AM EST

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To: IRWIN JAMES FRANKEL who wrote (2240)	12/6/2000 4:17:39 PM
From: Biomaven	of 52153

ij, Yes, I like NBIX as a long-term play at these levels. Promising pipeline, smart people. Some patience will likely be required, though. Their CRF rapid-acting depression program is a potential blockbuster - their own CRF1 compound should enter the clinic next year, with the Janssen-partnered backup compound hot on their tail. (The original Janssen compound showed excellent efficacy in a small, open-label trial, but produced some reversible liver enzyme elevations in a few patients.) Also interesting sleep, diabetes and obesity programs, not to mention their glioma and MS trials. The sleep program is the furthest advanced of their products, but will likely come in behind SEPR's zopiclone ICE in terms of timing. Peter

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