Supergen (supg) Message Board

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Biotech / Medical : Supergen (supg)

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To: W Shakespeare who wrote (80)	5/18/1999 8:11:00 PM
From: Russian Bear	Read Replies (1) of 124

Yes, I agree. They are going to need more money relatively soon, and lots of it. I have to assume that partnering 9-nc does not fit into Dr. Rubinfeld's empire-building plans. That only leaves public financing of one type or another (unless, of course, they can tap that mystery bank of theirs again.) Peter S. appears to have confidence that they will be able to secure the needed capital on reasonable terms and avoid excessive dilution. (And I hope that you are right, Peter!) But I will feel more comfortable buying in after their cash situation clarifies, even if that luxury costs me rather dearly. The drug itself is quite intriguing: 1. Pancreatic represents a very easy FDA hurdle to clear; 2. Reasonable expectation for broad applications (i.e., off label revenues;) 3. Potential for dramatic synergy with other agents. RB

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