Tularik Inc. (TLRK) Message Board

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Biotech / Medical : Tularik Inc. (TLRK)

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To: scaram(o)uche who wrote (357)	11/18/2002 2:52:46 PM
From: Czechsinthemail	of 598

Well, TLRK has certainly been doing their share of new discovery work. Goeddel emphasized that their program was focused on coming up with 2-3 IND's per year for novel, best-in-class drugs with blockbuster potential. A general drought in significant new drugs combined with a new FDA emphasis on getting more approvals could have a tremendous impact on TLRK. In addition to increasing the value of their internal discovery program and their pipeline, it could provide a boost to their collaborative ventures and perhaps ultimately enhance the attractiveness of the company as a buyout target (though I've seen no indication that management is interested in being acquired). While much of the recent focus on small biotech companies has been on cash value, TLRK's drug discovery and development program is an extremely strong feature that carries tremendous potential. In other words, they may be evaluated more around their prospects for creating a viable business with tremendous growth rather than as a liquidation candidate. Meanwhile, the stock continues to inch up. Perhaps some buying ahead of the upcoming IND announcement.

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