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Biotech / Medical : Neurobiological Tech (NTII) -- Ignore unavailable to you. Want to Upgrade?


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.