SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Essential Therapeutics (ETRX) formerly Microcide (MCDE

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: sim1 who wrote (289)8/22/2000 11:56:12 AM
From: Dr. John M. de Castro  Read Replies (2) of 415
 
rockrat asked me to take a look at the abstracts. They're an impressive array of preclinical in vitro and in vivo studies. On the whole it looks as if MCDE has made considerable progress with the cephalosporin program. The lead looks promising, but, many things do in mice. The efflux pump inhibitor program appears to be promising, but considerably behind the cephalosporin program. I didn't see anything here that IMHO would move the market. The J&J Phase I results should be out soon. This would be the perfect meeting to release them. I wonder whether such a report will show up in the late breaker sessions. A successful Phase I trial could move MCDE. Regardless, MCDE looks cheap and the quality of the development programs are high. IMHO, even if the release of the data at the meeting doesn't move MCDE, eventually, the market will respond to its undervaluation.

Best regards
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext