Cadus Pharmaceutical Corp. (KDUS) Message Board

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Biotech / Medical : Cadus Pharmaceutical Corp. (KDUS)

KDUS 1.600

0.0%

Jul 2 5:00 PM EST

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To: RCMac who wrote (219)	9/7/2000 3:21:35 PM
From: scaram(o)uche	Read Replies (1) of 1833

Bob: Because the company is a one-employee shell, there are many directions one can come from when doing "valuation". I like this one...... preramble..... Pfizer was suing Sibia, Merck bought Sibia, Pfizer is OSIP's lover, and OSIP licensed the Sibia patents from Merck to complement the needed Cyanamid IP. I believe that someone on earth must understand the consequences of all this re. an investment in KDUS, but I have trouble just remembering all of the company names. That should read "disclaimer". <g> OK...... the way I like to look at it.... Axiom has the collaborative agreement with Biacore and the flow cytometry license from Sklar. There's the (highly likely, IMO) potential milestone revenues from OSIP. There's the potential royalty revenues from the "either/or" OSIP-proprietary and OSIP-Solvay projects. There's a proven yeast genomics platform, with a self-selecting process for the identification of peptide leads. What would all of that do to the post-money valuation of a new IPO? What would that additional sexiness add to the capitalization of a "big patent" company that was going public? That's one way to put a $$$ number on it. Another way..... a company like CRA that has NO BUSINESS PLAN but lots of money..... what could they do with the GPCR-related platform? It still comes down to this, for me.... if you believe in OSIP-proprietary and OSIP-Solvay, this is a no-brainer. off topic.... from the tick-by-tick, looks like the BTRN presentation was well received. Cheers! Rick

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