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Biotech / Medical : Neurocrine Biosciences (NBIX)

NBIX 141.80

+0.6%

Dec 31 3:59 PM EST

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To: Miljenko Zuanic who wrote (576)	4/6/2000 10:47:00 PM
From: scaram(o)uche	Read Replies (1) of 1834

>> First, my reading of the news (and from logical combination) is that Janssen back-up compound isn't from some class as R121919 and covered in DuPont patent. Consequently, Janssen/NBIX back-up program is lagging behind proprietary NBIX in-house program. << You lost me. Janssen licensed, independently, the Dupont technology, correct? I'm lost. I was certain that the Janssen backup was of the same class. >> Second, we do not know what are renewed condition (especially royalty) for back-up program. << We can get some tangental guidance from looking at Silverman's next set of numbers? >> So Janssen may still partner NBIX candidate (if candidate do reach wanted drug characteristics) and continue with ongoing back-up program. << 50:50?? Sure! <g> >> Third, there is open question on CRF-R2 agonist program(urocortin like ligand). << Hey, if one molecule works and a second works better, so be it. Sounds like Vale et al. have NBIX in the lead here, too? If two molecules work better than one.... "ah, heck!" <g> >> This didn't come overnight. It is a very big MINUS for NBIX management. << I hate this.

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