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Biotech / Medical : Guilford (GLFD) - Steadily Rising

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To: Czechsinthemail who wrote (128)	10/14/1997 10:44:00 PM
From: NeuroInvestment	of 496

Precisely, thus it's a wash at this point. It would have been reassuring if the Taxol delivery vehicle was such a no-brainer that RPR could not pass it up. It should be remembered however, that when RPR picked up Gliadel, it was through Phase III, about to be reviewed by the FDA Advisory Committee. The decision was thus made by the marketing wing of RPR, not the R&D people. The Taxol vehicle has yet to go into the clinic, and thus the decision to 'pass' was made by the R&D group. This simply means that one cannot weigh the Taxol program vs Gliadel based on the decision that was made, two entirely different groups, with different agendas, were involved. Now we have to wait for the possibility of a 'new and perhaps better partnership.' I believe the Taxol vehicle has value, but it has to be a 'fit' with a company that has an existing oncology platform (and sales force). Again, the value should not be based on speed; Craig Smith has shown the willingness to wait a very long time until he gets the deal he likes. NeuroInvestment

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