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Biotech / Medical : Biotech Lock-Up Expiration Hell Portfolio

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To: scaram(o)uche who wrote (512)11/22/2001 8:07:54 PM
From: tuck  Read Replies (1) of 1005
 
Well, the partnership info is that Allos is looking for some. As is Medinox. Would they be looking for each other, or are they competing? There seems to be some overlap in the programs. ALTH owns all rights to all products, so you've got leverage there. Do you think it is OK that the PIII for brain cancer is enrolling so slowly? The company claims it is on track, and that it is "in Phase III," but enrollment is expected to go on for another year. Thank goodness they have fast track designation, is all I can say! Yahoo!'s cash figure of $54 million seems $4 million low. Q3 cash & equivalent given as $58 million in the 10Q. Seems like they'll have to finance before launching unless a partner helps.

Cheers, Tuck
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