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Biotech / Medical : Microcide Pharmaceuticals (MCDE)

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To: scaram(o)uche who wrote (84)	7/1/1997 12:30:00 AM
From: John Dwyer	of 186

Hi Rick, So you think fungus is next... well, it could really be either one. My thinking is that the cell wall program is positioned well right now to move into early clinical trials (they should choose a final drug candidate within a year). The fungal essential genes program seems further behind and may not be "ripe" for a deal. Also, the fungal program has additional constraints as compared to the bacterial program. For instance, you probably know that the fungal genome is 2-3 times larger than a bacterial genome and that there is less difference between fungal and human genes. Since they have not devoted as much time to the fungal project, it would appear that there is still a good bit of work left here. Do you know how far along the bacterial essential genes program was when the Pfizer deal was inked last spring? The market for antifungals is considerably larger than the market for the bacterial cell wall inhibitor. It is definitely another of MCDE's trophy's. Given MCDE's financial strength, I thought they might look at a deal for the smaller of the two programs. An enviable position, eh? Two good programs on top of three solid deals. John Hope you had a great time in the Sierras!!

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