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Strategies & Market Trends : BCRX: Target practice for shorts -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (60)	8/27/1999 12:29:00 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 96

Talking about crap.... throw in some burn, and bring that down to 60 from 80. Bulls, of course, might say that the 40 is low. The company has a diversified research program. One needs to think in terms of what JNJ would pay for the company, given success in flu. Just because a company has been traditionally selling for $X/share doesn't mean that it's not worth $4X/share. Happens all the time in biotech. The "short any biotech that goes up" mentality has led to big winners in the past. This was often due to ignorance in the face of dogma (issues like ENMD excepted), and that dogma is now blasted to pieces.

To: scaram(o)uche who wrote (60)	9/2/1999 2:59:00 AM
From: Wolff	Read Replies (2) \| Respond to of 96

Richard....again..HELLO...did you see this in the 10-k "irreversible immunosuppression" and ", may compromise the immune system's ability to fight infection" this drug or clear fluids and rest you take your pick. The question is would you give a developing child BCX-34. wolff To date, the Company has conducted initial preclinical testing of certain of its compounds and is testing an oral formulation of BCX-34 and an intravenous formulation of BCX-1470 in various clinical trials. The results of initial preclinical and clinical testing of compounds under development by the Company are neither necessarily predictive of results that will be obtained from subsequent or more extensive preclinical and clinical testing nor necessarily acceptable to the FDA to support applications for marketing permits. However, the Company completed in 1997 two Phase III trials of a topical cream formulation and in 1998 a Phase I/II trial of a topical ointment formulation of BCX-34 which did not show statistical efficacy. The Company and PRI have conducted preclinical studies with its influenza neuraminidase inhibitor and the Company is conducting clinical studies with its lead drugs, BCX-34 and BCX-1470, and results from these studies may not support future human clinical testing or further development of the compounds. <> Phase III trials completed in 1997 with a cream formulation of BCX-34 for treatment of cutaneous T-cell lymphoma ("CTCL") and psoriasis and a Phase I/II trial completed in 1998 for a topical ointment treatment for psoriasis did not show statistical efficacy. Accordingly, the Company has discontinued further development of these topical formulations of BCX-34, but is continuing its oral trials for BCX-34. T-cell proliferative diseases, as well as the other disease indications the Company is studying, are highly complex and their causes are not fully known. The Company's compounds under development will require significant additional, time-consuming and costly research and development, preclinical testing and extensive clinical testing prior to submission of any regulatory application for commercial use. Product development of new pharmaceuticals is highly uncertain, and unanticipated developments, clinical or regulatory delays, unexpected adverse side effects or inadequate therapeutic efficacy could slow or prevent product development efforts and have a material adverse effect on the Company. One of BioCryst's lead drugs, BCX-34, reversibly inhibits T-cell activity, an essential component of the human immune system. In addition to any direct toxicities or side effects the drug may cause, BCX-34, while inhibiting T-cells, may compromise the immune system's ability to fight infection. Although the Company will monitor immunosuppression during drug dosing, there can be no assurance that the drug will not cause irreversible immunosuppression