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Biotech / Medical : Biotransplant(BTRN)

BTRN 35.43

0.0%

Dec 3 4:00 PM EST

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To: scaram(o)uche who wrote (746)	9/26/2000 9:22:54 AM
From: scaram(o)uche	Read Replies (1) of 1475

If you review this thread, you'll note my frequent reference to Imutran whenever we've started to discuss hyperacute rejection. It was difficult to say that BTRN was a stand alone in xeno. Furthermore, the agreement with MGH was about to expire, and I was concerned about "depth of pockets". The old royalty guidance for Novartis and xeno was somewhere in the neighborhood of 4%. Looks like the new deal is 1/3 of the company and royalties, with no financial obligation. Dr. Greenstein is excellent. Two sensational CEOs, IMO, as we get to keep Lebowitz. I'll need to know more, but it looks damn good to me. It immediately means that leverage is mega-whompo if MEDI likes and develops 507. First blush, I like this. However, it's so foreign to anything that I was picturing, that I'll reserve judgement.

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