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Biotech / Medical : Biotech Valuation

CRSP 53.20

+3.1%

9:46 AM EST

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To: Biomaven who wrote (3610)	4/28/2001 1:41:00 AM
From: Miljenko Zuanic	of 52153

Peter, I did not said that plan for PII should not been seen as positive or should be neglected. Only that investors (and SCIO) should not OVERDUE. It is good for SCIO that it is moving out of one trick pony status and company should be valued with pipeline, not only based on Natrecor. However, p38 is not yet well defined target (validated as safe and with medical benefit) and compound targeting p38 may effects other MAPs as well other known and unknown kinases. VRTX went cautiously and slowly with p38 in RA-pts, and I think SCIO will do some. Yes, opportunities for p38 as target are great, but for now they are only opportunity not reality. I agree that SCIO (if Natrecor fire well in real word) may become attractive munch target in next 12-18 months, more visible if p38 pain out in PII trials. I will prefer that CVTX continue to be independent (or expand pipeline with merge) for some time. Isn't MLNM interested to expand cardiovascular division with end-stage candidate (or company with broad pipeline)? Miljenko

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