Microcide Pharmaceuticals (MCDE) Message Board

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Biotech / Medical : Microcide Pharmaceuticals (MCDE)

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To: John Dwyer who wrote (85)	7/6/1997 6:11:00 PM
From: scaram(o)uche	of 186

Yup, I think they're going to try to keep the stealth (cell wall protein) program as their very own. We'll see! Rurka, Hogan et al. know that, given a good project that they can keep as their own, they've got a sound business plan. However, the fungal program could be partnered (and will be, IMO) in a manner such that MCDE retains more than the usual upside. They're negotiating from a position of relative strength. So......... I look to the existing partnerships for reasonable royalty flow, and to both the cell wall program and fungi for the underpinnings of independence. Yes, I feel that the cell wall program will emerge as MCDE's first shot at explosive growth. I like the Daichi and Pfizer programs for comfortable support of the current market cap. Any progress with either of the JNJ projects (the beta lactam or the methicilin potentiator), and, IMO, we will have a business plan that has real guts. I really like this company. Disclaimer: I feel that one should collect a basket of early stage biotechs that meet certain criteria, or not invest at all. The risks associated with drug development are extreme. I own some MCDE and have a vested interest in its appreciation. Rick

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