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Biotech / Medical : Neurocrine Biosciences (NBIX)

NBIX 132.39

-0.7%

Jan 16 9:30 AM EST

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To: scaram(o)uche who wrote (950)	6/25/2002 9:49:06 PM
From: Miljenko Zuanic	Read Replies (2) of 1834

I agree with Jim and Wilder. Why give up development cost and risk reduction milestone payments? If many (if not all) development intentions and targets were materialized than ~150-200 M in development cost and +$200 M in milestone should be reasonable. Depend on royalty schedule milestone and up-front will fluctuate (usually ~20% of the pick sale projection). In my view not less that 25% of gross sale for US, with manufacturing right to NBIX, or 40-60% of net profit split for US) If my speculation (that 34060 is mild anti-anxiety) is correct we my expect some long term benefit compared to current drug for insomnia. Until first indication (Dec.?) for the long term efficacy surface (or not surface) from PIII trials we can only speculate about financial terms. Regards the other programs milestones, GnRH antagonist: escalating multiple dose safety, CRFr antagonist: additional PIb data, PII for MS, additional PIIb for T1 diabetic children. Additional partner, MCHr-4 program. Miljenko

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