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Biotech / Medical : Tularik Inc. (TLRK)
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To: Czechsinthemail who wrote (400)1/29/2003 1:24:21 PM
From: keokalani'nui  Read Replies (3) of 598
 
I had not noticed earlier, $20m cash belongs to a consolidated subsidiary.

Except for top-line 607 data (available eoy), we're not going to hear anything interesting for over a year. Also, it seems that the early dsmb look is not designed to avoid further expenditure; and thus all of t67 clinical costs are going to be incurred without results not known for a very long time. I misread the emphasis/remarks at JPMHQ. Good on Meg Malloy for asking about it.

So the company will need cash, soon...but the question is how much program value will be left to the company after partnering one or more of the two P1 candidates before P2 is complete? PParG would appear to be the most desirable partnership opportunity, though the company really needs to recover and off-load the t67 development costs first and foremost.

Given how much effort the company puts into preventing information about its programs becoming known--therefore rendering its shareholder the last to know and thereby depressing the stock price--I truly hope it will equally succeed in keeping secret all good news until release to the scientific community and general public together. That is, the company owes it to those who will stick with it through the next 18 months to keep tight lips, especially among its scientist/investor friends of whom there are many.
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