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Biotech / Medical : Biotech Lock-Up Expiration Hell Portfolio

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To: tuck who wrote (513)11/23/2001 10:10:18 AM
From: scaram(o)uche  Read Replies (1) of 1005
 
>> Would they be looking for each other,
or are they competing? There seems to be some overlap in the programs. <<

I'm looking at it as a "Medinox acquires ALTH and ALTH's management finds something else to do" fantasy.

Note, however, that the abstract that I found shows a *downside*.

Competing? I haven't looked at the ALTH pipeline beyond RSR13. But, the "allosteric modification of hemoglobin" program would appear to have sufficient overlap/complementation. There are other potential overlaps.... peroxynitrite toxicities, etc. Nobody knows the problems associated with NO depletion like ex-Somatogen types.
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