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Biotech / Medical : DPII: Discovery Partners Int'l
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To: Mike McFarland who wrote (11)8/2/2005 11:47:31 AM
From: Mike McFarland  Read Replies (1) of 111
 
The quarterly call just finished up--the script
for the call is filed.

Wall Street values DPII with a slight negative
enterprise value, but the company has various
platforms that may have some value--"screening
assays, targeted libraries, compound storage solutions,
in silico tools"

Michael Venuti said (from the script) "We believe
we can construct such multi-target collaborations to
address the current needs of such growing companies in
a flexible and cost-competitive way, obviating their need
for fractured outsourcing, such that the benefits of such
a collaboration with DPI will show the tangible results
of new lead molecules quickly"

I don't know if that this is much to chew on--what
platform technology distinguishes dpii from a lot
of other outfits? GLGC recently did a good job
of spinning their drug repositioning service--
there is room for some chemical biology/chemogenetics
spin here with dpii, but it might take a visionary
type guy to do that.

They alluded to, several times, that some sort of
collaboration could be announced in the near future,
but were very careful not to leak any specifics.

All in all, a neutral call--hope for a decent press
release in the next month or two equally balances the
fact that the Pfizer contract is spinning down and
that makes dpii look a little sickly.

Chemistry and biology--that is the platform!

Something like that, good luck all.
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