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Biotech / Medical : Cadus Pharmaceutical Corp. (KDUS) -- Ignore unavailable to you. Want to Upgrade?

To: Dave K who wrote (91)	2/16/2000 2:50:00 PM
From: scaram(o)uche	Respond to of 1833

>> what's your breakdown ? I've been assuming Smithkline was out of the picture ? << You lost me. I said that I assigned $0 to SmithKline. The only other source is the "first out the door" from OSIP. The adenosine receptor programs address very different markets, so I'm assuming, no guidance, 6% of 400 million. Re. SmithKline..... last milestone was only one year ago..... don't see any reason to assume that it's dead. Obviously, the agreement was either modified, or it was terminated early. Certain that KDUS does not lose rights with respect to screens already transferred. If another milestone is received, we go up and we go up hard. Will inquire about current status of program, but doubt that KDUS knows. As you know, SmithKline took SIBI license. Potential big upside surprise. Yet another source.