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Biotech / Medical : PARANOID! TIRED OF TALKING TO YOURSELF? LET'S TALK(TTP) -- Ignore unavailable to you. Want to Upgrade?

To: Arthur Radley who wrote (422)	8/27/1999 11:35:00 AM
From: scaram(o)uche	Read Replies (2) \| Respond to of 626

I try to keep an eye on pharma, both from an indication-wide view and also a bit of "which company is going to kick butt" perspective. I feel that Novartis, in about 10 years, will make Merck and Glaxo leadership of the past look like child's play. An S-8 yesterday rolled out 1.2 million shares at $7.69. I have mixed feelings about this..... these guys (not sexist, reflects the signatures on the S-8) are going to do everything that they can do to grab additional pieces of what they have built, at a time that they consider wise. That means dilution. However, it will also be money in the bank ($9.4M) given exercise. It is very encouraging to see the thread address the coming dilution, and to incorporate it into valuation models. Or maybe that stuff has been posted to another thread..... haven't been free to post much the last few days, and I might have lost my landmarks. This stock was GREAT..... risk:reward was so frigging low. This stock is GREAT....... risk:reward is much higher now, but still has a ton of fascination left. Thanks, Miljenko (and Dan Hipp and Dr. Tracy)! Again, an estimate of $600M/year for ilo is very reasonable, and a decent rate of penetration could be expected. 25% of that is TTP's. We found this one early. I sold a portion of my warrants for 7-bagger.