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Biotech / Medical : Infinity Pharmaceuticals
INFI 0.0160-4.8%Sep 29 5:00 PM EST

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To: Mike McFarland who wrote (60)8/3/2006 11:04:19 AM
From: Mike McFarland  Read Replies (3) of 210
 
OT (listkeeping)

AnalytiCon Discovery GmbH
Natural products collection--website not working this morning
ac-discovery.com

Asinex Ltd.
asinex.com

Astex Therapeutics
astex-therapeutics.com
This one is worth a second look
astex-therapeutics.com
in fact, worth sending to the printer, here is corporate fact sheet pdf
astex-therapeutics.com

Biotage AB
biotage.com
the two second glance, a tool company, a Tuck company

ChemBridge Corporation
chembridge.com
another one doing what DPI used to do

Chemical Diversity Labs, Inc.
chemdiv.com
ditto

Daylight Chemical Information Systems, Inc.
daylight.com
chem and software

Eidogen-Sertanty, Inc.
eidogen-sertanty.com
I see Kinase a couple times, doing some drug
discovery work for Kalypsys

Enamine
enamine.net
more of the same, the more of these you find,
the better I feel about DPI shutting down.

Nanosyn
nanosyn.com

Nuevolution A/S
nuevolution.com

Schrödinger, Inc.
schrodinger.com
lots of chem software

Surface Logix, Inc.
surfacelogix.com
better PKPD, has some venture backing, maybe
worth a second glance

Vernalis plc
vernalis.com
the real thing, there's probably a thread and
I just never stumbled onto it

So, after ten minutes of googling, I want to know
more about Astex.

I'd like to come up with a handful of companies that look
like peers to track along with INFI. So far, I only have
ARQL cemented in my mind to compare, there are obviously
many more of the same size and shape to lump alongside
Infinity...many are pre IPO or could stay private.

I could add SGXP, although I see that somebody mentioned
their IPO was a little weak, and they'll need another
round of funding pretty soon to snag the rest.

To get on my list they really ought to have a book value
around 100M, mostly cash to match the size of Infinity.
As far as shape, I think I know it when I see it.
astex-therapeutics.com
ipi.com
nibr.novartis.com

that is the sort of thing I look at, fwiw
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