CRIS, Curis (formerly CBMI) Message Board

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Biotech / Medical : CRIS, Curis (formerly CBMI)

CRIS 1.280

+11.3%

3:59 PM EST

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To: Harold Engstrom who wrote (3)	12/13/1996 4:06:00 PM
From: Boyce Burge	of 668

Norton, Harold, ... For what its worth, I read thru the investors packet and found the science impressive. Genetics Institute actually has a number of bone morpho proteins like OP-1, but apparently none are as good. Just a matter of luck probably. GI and CBMI have settled possible pattent problems between them, giving CBMI a clear field with OP1. Biogen has been making OP1 for CBMI for awhile, and they have reason to know how enthusiastic to be about it. In my opinion this protein could be as big as either of Amgen's major bioactive proteins, if the clinicals on kidney disease continue to go well. The CBMI market cap is still modest.. about $300mm, but if OP1 is anything like epogen or neupogen, the cap could easily be $3 billion in 4 or 5 years. My impression is that people havent really come to appreciate the value yet, but will in the coming year. I see 15 in January, and 20+ by June. Also, H&Q strong buy on CBMI and Amerindo Stake of 11% are bullish signs.

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