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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 (71)8/28/2006 1:52:59 PM
From: Mike McFarland  Read Replies (1) of 210
 
Are you looking for an out for Kosan--
Maybe Nereus? Sorta do the same thing
that dpi did--although dpi shed everything,
no need for that. By the way, Biofocus DPI
seems to be working just fine for Galapagos...

Boy, is that ever off topic for a day like
today. Maybe we ought to focus on the task
at hand--why did DPII gap up, then fade?
If Infinity walks away from DPII now I will
be really sick about it--shareholders would
get $6M from Infinity as a consolation prize
and probably cash would be returned. I really
wish they had done this deal a month from now.

But I don't think the private shareholders of
Infinity will let the dpi cash get away from
them. They get cash, a listing, I have to
believe the deal is still good. And infinity
shareholders would be fools if they have not
already been trying to scrounge up dpii on the
open market these past six months.

I own dpii at $3.04, TFIF owns it around $2.44
I think, so no worries. But I'd rather the stock
was trending up today, not fading. I'd also like
to see Rick, Peter or Tuck comment on Infinity
science someday. I'm not competent to judge any
biotech science, I just do this by gut feel and
finding google connections--pattern recognition.
But I'd sure like a PhD to bless this stock someday <g>.

OT
I found Cellzome mentioned on one of the NIBR science
articles, something about cell based assays. Tuck,
what can you tell us about Cellzome?
nibr.novartis.com
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