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Biotech / Medical : Essential Therapeutics (ETRX) formerly Microcide (MCDE

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To: Dr. John M. de Castro who wrote (296)8/25/2000 7:15:33 PM
From: scaram(o)uche  Read Replies (1) of 415
 
Chuckle. Wish I'd never heard of it. Glad you stuck it out, however.

Yeah, I looked at the tables. Looks like a good molecule ("479"). Sorry, Tuck, but I just don't (yet) know enough about subtleties.

I am enthusiastic that the Daiichi program is now obviously focused.

I am concerned that 479 may be cannibalized. Regardless, I'd say that any "munching" would only lead to a short-term, cosmetic hurt on the stock.

I am impressed that Iconix is positioning so aggressively in target identification and proteomics.

I am concerned that someone is selling, just as ICAAC is coming and as Iconix appears to be ramping up. I don't appreciate it.

:-)

That's it. I'll go through the abstracts, one-by-one, after I finish a project that I'm working on. Maybe Sunday night, maybe after the open on Monday.

Dirt cheap drug discovery infrastructure, and I like Rurka. I'm hoping for good stuff in the independent projects, now that the sector is fluid.

Sorry I can't do more right now.

Rick
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