Just a quick note....
I'd like this to be clear........I don't regard the phase II for Parkinson's (1508Y) or the phase I (palliative, 1553A) for Alzheimer's as anything other than crap shoots.
If I had to order projects according to my enthusiasm, it would be...... VGCC-pain, BMY, Novartis-epilepsy, 1508Y, caspase, 1553A, Novartis-stroke/other, and VGCC-stroke (Lilly, if alive).
But, since I consider VGCC-pain *alone* to be worth more than the current market cap....... since I consider the Novartis project *alone* to be worth more than the current market cap...... since I consider the patents and screening technology *alone* to be worth more than the current market cap, and...... since I consider the BMY (Alzheimer's, Abeta inhibitors) project *alone* to be worth more than the current market cap, does it matter that the AChR projects are crap shoots??
That's all I'm going to say about SIBI, or, if I do have further venting to do, I'll do it in the SIBI thread. Don't want to sound like I'm hyping. Wanted to emphasize that I'm not strong in neuro, and that I don't know what to expect from 1508Y and 1553A. |