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Biotech / Medical : NPSP NPS Pharmaceutical -- Ignore unavailable to you. Want to Upgrade?


To: biowa who wrote (34)12/15/1999 6:34:00 PM
From: WTDEC  Read Replies (1) | Respond to of 363
 
biowa,

I hate to pose your own question to you but...

"2) No mention of NPS-1776 or 1506, or of Allelix neuroscience program? No mention of neuroscience at all..."

Oversight? Lowered priority? Giving up? Any thoughts at all? I haven't a clue.

Best regards,

Walter



To: biowa who wrote (34)12/15/1999 7:41:00 PM
From: scaram(o)uche  Read Replies (1) | Respond to of 363
 
core competencies in metabolic and neurologic diseases

A very carefully worded release, trying to convey corporate strategy going forward..... (1) we got biologics!!, we got biologics!!, and (2) we're a "mature" company, planning on following in BCHE's footsteps.

So.... they're avoiding research-oriented material in the release, focusing on what analysts and many biotech investors want to hear.... "advanced".

And...... they're also pointing to biologics, at a time when it's popular to have them.

A merger between two very unproven companies, not enough cash, in two countries? They had to come across as a serious, focused crew. Very nice. Solid feel. Go AMGN!

(not saying that I didn't want to hear more about R&D and how it might graduate to preclinical...... need to do lots of homework to comment further, as I certainly don't know this company well)