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Biotech / Medical : DPII: Discovery Partners Int'l

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To: rkrw who wrote (106)9/8/2006 1:12:41 PM
From: Mike McFarland  Read Replies (1) of 111
 
The trick is to be skeptical but not cynical.
<spun out of the mlnm mold on hype>

The stem cell companies are hype...
gene therapy stocks were hype...
and the cancer vaccine companies are hype.

I think these are good cards to hold, the
marketcap will be $300-350M when INFI opens
for trading. I think by the end of the year
it will have a MC of $600M, 504 will be
going into "Pivotal" phase II trials (apparently)
and a Novartis milestone seems likely by year end.

But I may be a little crazy (no shit).
I haven't had as much in a stock since my
Araid (and warrants) gamble. Of course that was
a little different, the toxic had beaten that so
far down a ten bagger was easy off the lowest
marketcap.

"Best-in-class" said Perkins.
So, don't go by me. What is the harm
in having a little faith--you can always
curse them later if the stock fails and
they've lied.
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