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Biotech / Medical : T/FIF, a New Plateau -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (245)	9/6/2000 6:12:38 PM
From: tuck	Respond to of 2243

Rick, >but if guys like PB and TD (I presume that, with a name like TommysDad, it's a guy, and I've met PB..... so I'm not being sexist here) can't judge, then I'm not going to try.< I didn't realize (or forgot) PB had taken a swing at it. Well, if you guys can't figure it out, then it's safe to assume the Street can't, either. And that would explain why NZYM is trading where it is. Since I own several thousand shares at roughly this price, you can bet I will stay on top of it. They will disclose, after the fact, those customers that contributed more than 10% of revenue, as you discovered. But this company is secretive, as I've said, because it's customers require it, so there are limits to what I can do. edit: you probably saw this, but just in case, here's TD's take: Message 11837842 Cheers, Tuck PS I can't contain myself: anything shakin' with the ARDM visit? Even if that doesn't come together, I will happily be a spear carrier on other such visits, if you'll have me.

To: scaram(o)uche who wrote (245)	9/9/2000 1:38:41 AM
From: tuck	Read Replies (1) \| Respond to of 2243

Rick, >Would very much appreciate your continuing on this subject, every little tidbit that might seem relevant.< You asked for it: Message 14354519 Just tell me when to stop. FWIW, I have an email in to NZYM's IR with the issues TD raised. Particularly this: >Just about the first thing any medicinal chemist does when he finds an amino acid moiety in a lead compound is to change it to something else.< Will post the response. Cheers, Tuck

To: scaram(o)uche who wrote (245)	9/25/2000 9:31:43 PM
From: tuck	Read Replies (1) \| Respond to of 2243

Rick, Another tidbit about NZYM that might seem relevant: Message 14453592 I don't know if this helps you, TD, or PB, judge their business any better than with previous info, but I thought I'd let the company take a crack at it. I believe I've regurgitated pretty accurately. The Trickle Portfolio is dead! Long live the Trickle Portfolio! edit: I misidentified my contact in post #244. That was Charlie Williams, not Charlie Fowler. Cheers, Tuck