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Biotech / Medical : Biotechnology Value Fund, L.P.

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To: scaram(o)uche who wrote (260)8/28/1998 3:02:00 PM
From: scaram(o)uche of 4974
 
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.
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