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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: Pseudo Biologist who wrote (7320)	12/16/1999 9:58:00 PM
From: scaram(o)uche	Read Replies (1) of 9719

Oooooh, how fun! >> KDUS - asset play, I assume << I can't value Axiom or the microfluidics license. To my knowledge, there is absolutely no guidance out there regarding the level of royalty from OSIP, either on the "KDUS" project or on the Solvay project. The milestones are very likely, IMO, to be reached. Axiom is working with Sklar. There is no enthusiasm, showing in day to day trading, regarding the Sibia patent issue. >> Cambdridge neuro and Cortex - I think I heard of them << Where's Harry?? >> SNAP - there has to be a pony around here somewhere? When bad things happen to good companies? << In the thick of NPY and Galanin still, if anybody cares.

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