Silicon Investor (SI) -- The First Internet Community

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

To: Apache Indian who wrote (624)	7/29/1999 12:46:00 PM
From: BRAVEHEART	Respond to of 1494

Hi Apache Indian, My target of $2.25 is a minimum. If we get a Pharma collaboration in line with expectations $2.25 is a no brainer based on volume & trading behavior of this stock. I pegged TGEN at $2.50 as a no brainer the other day. It hit $2.75. I thought an upside was $3+ at TGEN and I still believe their collaboration was that significant. Hence the markets do not always react in accordance with added value. But it is predictibale in how it will minimally see a situation. Hence my low ball estimate. I agree it could send it to $2.75 to $3.25 but that all depends. Now of course if we are discussing value year end post collaboration & P-2 results on the many clinicals. What 5 for memantine. Yes then $2.25 is a laugh. I would say $3.25 minimum and $4.25+ would not be out of the question. So please don't be discouraged by that amount. BEST WISHES Jeffrey

To: Apache Indian who wrote (624)	7/29/1999 1:26:00 PM
From: Mike McFarland	Read Replies (2) \| Respond to of 1494

Recent losses have sobered me up quite a bit...oh I still have a chunk of NTII...but I've halved all my positions. I was feeling pretty good a couple weeks ago...account was at a new high, Ariad had stopped going down... then WHACK! (biotechs cooled off) WHACK (magn's pex not approved) WHACK (aria resumed it's decent). A couple more hits like those and I'll be down to even for the year...well, I had to take steps to prevent further losses. If I have to go into hiding...perhaps snag some daytrading gains from a few momentum plays, so be it. I'd like to have held on to full positions in Mike's Microcap Madness...but it was just time to retreat and regroup. Market is a bit shaky--clearly that is true today...and I'm happy I raised cash yesterday. That said...NTII is bucking the trend...so that is good, and I'm glad for you fellas, heck, on a down day my account is actually up a couple percent. But mainly I just feel much less confident than I felt a couple weeks ago--sheepish might be the right word.

To: Apache Indian who wrote (624)	8/2/1999 11:07:00 AM
From: BRAVEHEART	Read Replies (1) \| Respond to of 1494

Buyout Hi Apache, I never see that as a near term event. NTI is essentially welded to MERZ. I suppose MERZ could be a contender but I don't see where it would be to NTI's advantage to sell unless it could do so in a competitive arena. That arena does not exist IMO. The good side is up-side. NTI was rumored to have a buyout offer a year ago of $1.75...That clearly would remove all risk & settle once & for all anyones interests here. But today $1.75 looks pathetic given NTI's leverage relationship with MERZ. Sure the risk still exists but the upside is better than ever. I still am digging around the issue as to how NTI is still operating. Funds ran out in June. Here we are in Aug. This is why I am expecting some sort of low risk announcement on funding. Remember the prior funding involved the likes of A Rock. We moved from .50 to $1.5 in a few days time. Could this recent volume be based on some sort of funding announcement. Did we miss something. Last time Bloomberg carried this news. Anyone check Bloomberg lately? Also MERZ should get it's data this month. Logic has it that Pharma has been waiting on this data to partner. I don't know how long it takes to quantify & qualify such data for a significant understanding. My guess is this will finalize the needed leverage for a Pharma deal. Of course this depends on the data. John do you have any insights on this matter? Should we anticipate results in Aug or Sept? My guess is this leverage could open up new negotiations as well if the results are steller. I still see this as a win win situation for NTI shareholders. It is not company specific. Yet it has the potential to enhance leverage. If it is a no go then we still have NTI's clinical data in the Fall. BEST WISHES Jeffrey