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


To: Prasanna L Soni who wrote (532)11/25/1999 10:40:00 AM
From: RWReeves  Respond to of 626
 
TTP admiration, different spin-

TTP could certainly be a 3-5 bagger from present levels, but have always felt it would find a home in the near future with a rich uncle. Excellent pipeline makes it very attractive. The two suitors I especially watch for are DNA and MLNM and wonder why they've been shy?

TTP has already been a 3x plus a bonus rewind and subsequent 1.5x play for me this year, I'm hoping some folks get tired of it and let me back in cheaply for next year.<g>

I have only infinite envy and admiration for the warrant holders this year.

BTW From the little I know about Tularik, it seems TTP-like as well.

RWR



To: Prasanna L Soni who wrote (532)11/26/1999 10:59:00 AM
From: Miljenko Zuanic  Read Replies (1) | Respond to of 626
 
Prasanna, and all.

<<To give you a rough idea, I have high probability expectations that this will be a ten bagger from the current level by Dec 2001>>

For sure I am expecting multiple times return on TTP (from current price). How high multiple at this time is hard to predict.
Currently, I did not assignee any value to TTP MC other than Iloperidone. By this I am minimizing any possible negative from vaccine/pivanex/spheramine programs, still leaving room for positive surprise.
Once we know more data from Ilo clinical trials prediction will be more accurate.

I will suggest that you and others read Rick Harmon posts on this and second Titan tread @SI (thanks Rick) about company business plan and *leverage* issue.

TTP top management yet have to build strong and prospective business plan and show as what are their plan(s) for future. Cash from warrant and projected revenue needs to be put in proper programs. There (Medical Institution, University, private comps.,...) are still plenty of good technology and science idea to take advantage. Biotechnology is still at the early stage and has long way to go.

TD,
Thanks for Institutional holding numbers. Looks very good.

Miljenko