AXYS Pharmaceuticals Inc. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : AXYS Pharmaceuticals Inc.

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Kushi Kullar who wrote (258)	5/12/1999 11:39:00 AM
From: LLCF	Read Replies (2) of 455

<seemed like an overproduced and expensive document. > Yea, they usually are... such a waste. HOWEVER, boy this really is an impressive company. Look at the revenues last year from their collaborations! I wish we could get more guidance on what they expect from such deals. This seems to be an industry wide problem and apparently better visibility just isn't available for various reasons. One thing I thought was very interesting is $300 million of either already paid or guaranteed payments. One could count up what they've already been paid I suppose and figure out how much is guaranteed? Given what I saw in the annual (Mkt.cap=100mill, partnerships galore,company spending $70millyr on research,00's millions of guaranteed payments) either the company is on a wildly mismanaged spending spree, or the market has wildly mis-priced the stock. Any comments on the management? DAK

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next