To: scaram(o)uche who wrote (245 ) 1/25/2000 11:32:00 PM From: Miljenko Zuanic Respond to of 523
Rick, <<He's also under intense pressure to repeat his '99 performance so that he can buy Croatia, rather than just visit, next time he feels like going home.>> Regardless that my '99 performance were close to 4X overall, I am optimistic that '00 will be better. NRGN will play important rule. Regards Tom's note on NRGN move and bts rally and discussed on many SI boards; So far we have random rally, where cancer, genomic and mAb have dominant rule. However, CNS field, as well as diabetes/obesity (in cardiovascular pharma holds majority cards, I think that you did mentioned this somewhere), have more oportunity/potential than any of two combination from this three field. Aged population factor. NBIX, NRGN, TTP, REGN, .. are my bets so far. Looking further. Going further, when rationale prevail exaburance, good comps will continue to rally while scam will be left as scam. Regardless of sector, as whole. CNS field will be next hot bt sector. NBIX move is only first step. Point is that recent NRGN move *looks like* delayed sympathy action. However, You know and I know that their business plans are solid as rocks, and only is a question of time when this will be translated in many new drug candidates. NRGN went after *hard* indications/targets. Mixed results. Gained experience count here. Investors and scientists did realize that there is more than simple *surface approach* of the brain chemistry. Brain science did progressed and knowledge is cumulative. At some point *quantity* will transform into *quality*. IMO, we are close to that point and NRGN is there to benefit and profit from it. Miljenko