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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?


To: scaram(o)uche who wrote (7322)12/17/1999 3:33:00 PM
From: NeuroInvestment  Read Replies (2) | Respond to of 9719
 
Thank you for the invitation, Rick, I do not believe I have ever visited this thread before. Re: the three neuro companies mentioned (briefly, since I am assembling the 'NI Millenial Overview Issue'--that's tongue in cheek, not grandiose):

Synaptic: With all the partners save for Grunenthal having walked away, intent on playing with their receptor toys at their own houses, Synaptic is a niche forlorn. Big Pharma is awash in targets, and until they need more, it's hard to see SNAP's narrow field of expertise coming into favor. A smart Big Pharma would buy them to save for 2001.

Cambridge Neuro: Trying to take their GGF2/MS and neuropathic pain programs far enough alone so someone will buy them out.

Cortex: Very quietly, Cortex's Ampakine platform is getting attention from prospective partners... I expect a couple of partnerships in 2000--and they may end up the year in the black. Not bad, considering they were running on fumes by the time Organon finalized the first deal last January.

NeuroInvestment (www.neuroinvestment.com)