Jason:
>> I own TLRK (modest) <<
As I indicated, I own it unmodest.
I'm not here for 67 or 607, or even the oncogene program.
I'm here for inflammation, lipid disorders, and obesity, for the leverage inherent in advanced chemistry addressing novel "first in class" targets, and because I like Goeddel's style. Or, I used to like his style.
T64 and T611? I appreciate management teams that kill off projects! Good! But the bucks wasted, if these milestones re. novel targets are missed, is alarming.
While I do not share Baird's desire for disclosure re. the UK submission, I'm ticked that Goeddel just left his shareholders as sitting ducks, not having discussed the difference between "two or three INDs" and his discussion of only one. What is the status of all five advanced leads?????????????
I still feel that it's a great basket component, and "they are us"........
biz.yahoo.com
But don't bother taking the time to listen to the conference call. Goeddel did a plain old sh*tty job. He didn't elaborate one bit when asked about the deep pipe. There is NOTHING to listen to, other than an admission that 611 is kaput. |
