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Biotech / Medical : Vertex Pharmaceuticals (VRTX) -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (332)	10/30/1999 12:39:00 AM
From: Miljenko Zuanic	Read Replies (2) \| Respond to of 1169

<<Can't wait to hear of what is rolling out of R&D. >> If JB & Co. did learn anything from last few years than they should know that at the launch time on have to seat at table with pharma, not picking-up what felt & left on floor! First establish strong evidence that program (target + bullet) is worth accelerated end expedited development, than look for pharma (gun with loot of dry powder) as partner. Do not expect or count on that pharma will pay for bios learning curve. So, if this new partner is for R&D, JB better be careful what you are giving away and for what? Regardless that JB did indicated opposite, I will not exclude possibility that 497 or P38 program are in barrel (if they have value as we think that they do). Many parties will be interested to push faster this molecules further in clinic. The question is price? On the other side caspases, helicases, serine-treonine kinases,... are all new targets and true value will be hard to negotiate. Maybe few more efforts up-front will be awarded lately (like ICE). Interesting will be ScheringAG view of the Timcodor PI/II trial results. Miljenko