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Biotech / Medical : Biotechnology Value Fund, L.P.
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To: Torben Noerup Nielsen who wrote (1336)2/10/2000 10:09:00 PM
From: John MetcalfRead Replies (1) of 4974
 
Torben, I like Gliatech partly for the revenue stream, which should increase with follow-on ADCONS. I think that Rick's point is that they don't have the money to advance all their potential products. For example, the H3 program indicated potential in both agonists and antagonists, but they haven't moved both.

Patents have finite end-points, and development/approval is lengthy. Raising cash now could enable more products to come to market faster, resulting in longer periods of exclusivity, and eventual larger value. In today's market, "eventual value" can be priced into the stock very quickly.

And there's always the possibility of not being able to raise money when disaster strikes and it is most needed.
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