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Biotech / Medical : Neotherapuetics possibly has a breakthrough drug - NEOT -- Ignore unavailable to you. Want to Upgrade?

To: john jansen who wrote (22)	8/16/1999 10:18:00 PM
From: Marty	Read Replies (1) \| Respond to of 204

I can't agree, John. First of all, they don't have a drug to market yet, so they don't need a marketing partner. Don't confuse a marketing partner with an alliance with a pharma. An alliance with a pharma should come later to get the marketing they can supply. What they need is a Public Relations Company/Advertising Agency/Marketing Consultant that can help them tell their story more effectively. If they could animate the process for the website and for presentations; if they could explain better what they have accomplished; if they could communicate the significance of what they have found out about the drug; if they would fire everyone there who wants to release less information instead of more; if they could get professional advise on how to do all these things this better, and a whole string of more "ifs" in the same category, the secondary would have sold out. We would have a stock worth a whole lot more and the company would have all the money it needs to complete the testing. There is no reason to take the bucks now. First, you have to give up too much of the rewards now. Second, they don't need the help in the labs or in the research, so why pay for it for a chunk of future profits? Third, you lose control of the project and it proceeds on someone else's timetable. If the pharma is selling Aricept or anything like that now, Neotrofin is NOT going to be a high priority. You make a deal with a pharma to get some bucks when your drug is iffy and you have to have the cash to proceed. If you have good reason to have a high confidence in the drug, you keep 100% of it as long as you possibly can.