To: Dr. John M. de Castro who wrote (587 ) 6/8/1999 11:14:00 AM From: Mike McFarland Respond to of 1494
Thanks for the url, the table with the phase II of rhNGF naturally caught my eye, I'll read the rest as soon as I log off*. As you know I have a batch of CNSI (rhGGF2). I found a few books on the subject--but I am loathe to dig in, nearly everything is likely to be over my head. The broad topic of CNS has lead me away to some Spinal Cord Injury websites, where I had the hell scared out of me. The CNS subsector of biotech certainly has a number of key potential developments in years ahead. I wonder if Dr. Tracy has worked up a general survey of the CNS companies--as far as sorting, those that are working in the area of Neuropathy, versus nerve replacement...or those working toward remyelination? That would be the place to start, over again. All I really did to begin my list a year ago was to go to recap.com, where the simple query "nerve", "neuropathy" pulls up an overwhelmingly long list of companies--well, see previous posts on the matter, I've sorta beat that horse. Of course the lists does contain NTII, as well as my CNSI and CTII, but it's also a reminder that there are big well-funded companies with a big presence in CNS diseases: Elan, NRGN, CEPH, as well as NBIX and REGN. Myelos also comes up, but don't know anything about that one. Guilford and Gliatech also pop up, and others. Recap also pulls up quite a few companies which are not really focused on CNS--but 'nerve' must somewhere appear in various filings--a number of companies on that recap listing for 'nerve' show cancer drugs, so I just ran a line through those. I bring this up, mainly because when a stock is not moving the right way, I like to go back to the beginning again. What have I missed...rediscover what led me to a company in the first place, and will I end up there again. Of course, if one is merely looking for huge upside in micro CNS stocks which have been pummelled, naturally cnsi, ctii, and NTII are going to keep coming up, if one is merely panning for gold. Maybe panning is all I am really up to, but I will certainly read the information you pointed to over breakfast, have a good day, Good Morning! --Mike ____ *fyi, the new browser MS IE5 will now store all images on a web page so that you can "browse" offline, this is very useful for large technical websites, and as long as you have visited the site before, you can go through the cached version of the website offline. The Evil Empire gets some points in my book for IE5.