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

To: Marty who wrote (64)	12/13/1999 8:43:00 PM
From: tuck	Respond to of 204

Marty, I understand it is nothing personal, it's just interesting, and perhaps something can be learned from it. I wonder if he'd show up in any SEC documents in the EDGAR archives . . . Ah, who cares. Instead, I've tried to delve a little further into the neurodegenerative diseases markets and players therein. In the helpful spirit these sites are supposed to engender, I tender these savory links, lightly grilled, for you to chew on: cocensys.com prnewswire.com Note that these companies have slightly different breadth in their pipelines, and thus the size of the markets they address. And among those publicly traded that I know, all seem to have their own niche or first target indication that is different from the others. The links give some idea of the different approaches and status of two competitors'-- Guilford's and CoCensys' -- programs, as well as the markets they are going after first. Compare and contrast to NEOT's business plan at your leisure. Cheers, Tuck

To: Marty who wrote (64)	12/13/1999 11:04:00 PM
From: tuck	Read Replies (1) \| Respond to of 204

Marty, You may have already seen these, but here's a couple more links to the competition's programs. You seem to be correct in that NEOT appears to be ahead in the race, except for the mysterious Cerebrolysin from the mysterious Ebewe. I'm getting mighty tempted to bite at NEOT. mabxa.com allelix.com NEOT does seem as if the they will be first to market unless Cerebrolysin's PIII trials are successful and the product is a hit. Then maybe we'd hear about it. What's up with that and the Street's ignorance/undervaluation of NEOT? Something wrong with its perception or ours? I still don't know. Cheers, Tuck