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Biotech / Medical : LEXG-Lexicon Genetics

LXRX 1.250

-12.6%

Nov 7 9:30 AM EST

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To: scaram(o)uche who wrote (30)	2/3/2001 4:38:29 PM
From: JFitnich	of 254

Thanks for the pointer. The Quarterly Conf. Call is set for February 6, 2001. The stock unlocked on January 29 and followed the recipe as it got killed prior to lockup and then rebounded. Some interesting notes from the presentation (for myself anyway): - 200 Utility patents filed last year - 300 novel GPCR's in Deltabase - Currently looking at 500-600 novel secreted proteins (sounded like an in-house program) As I've said before, I'm not qualified to say who has the better technology. LEXG seems further advanced than DGEN on the drug development curve. However, getting Glaxo & Pfizer signed as customers is a powerful statement. I see this as a MEDX/ABGX situation, where you are better off buying both LEXG & DGEN and waiting for the dust to settle on the patent disputes. A "Knockout Basket" if you will. If I learned anything from reading P. Suzman, it's that the basket approach can save you from feeling very stupid. I am also waiting to see what Ingenium does (IPO?). If I remember correctly, they are partnered with Celera. I own LEXG and will be buying DGEN shortly (am waiting to see if any weakness can carry it back down to the $5 level). JF

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