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Biotech / Medical : Infinity Pharmaceuticals

INFI 0.0160

-4.8%

Sep 29 5:00 PM EST

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To: Steve Lokness who wrote (14)	4/13/2006 10:04:29 AM
From: Mike McFarland	Read Replies (1) of 210

A good part of Biofrontera's library I think came from on outfit called Bioleads. At one point a couple of years ago the library had "140,000 subfractions, containing over 2 million compounds" but that might be based on ~2000 "structures". It is all still in the google cache, "focussed libraries" etc etc I think the bottom line is that Discovery Partners did not pay much for Biofrontera, and Infinity does not seem to be paying much for DPI. I like companies that don't overpay for anything. Finally, I found this "Natural products This unit maintains one of the largest Natural Product libraries in industry. About 5,000 pure natural compounds are available for screening and profiling" nibr.novartis.com Novartis at one point had an interest in DPI, and has had an interest in Infinity too. I trust their judgement more than my own. You can be sure I will be voting yes to whatever DPI mails me, heh. I tell ya, it kills me that I overpaid for my DPII by 50 cents a share! Down today, sheesh. I suppose it is all hedged and controlled now and there will be no short term gains for anybody. Or I could have just bought INFI when it finally opens for trading months from now!

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