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Biotech / Medical : INCR -- Incara Pharmaceuticals -- Ignore unavailable to you. Want to Upgrade?

To: Arthur Radley who wrote (59)	12/24/2000 3:40:22 PM
From: scaram(o)uche	Read Replies (3) \| Respond to of 196

TD: >> With that said.... their expertise and money should speed the process to getting a drug approved. << It's just an incredible deal for ELN. If LMWH goes nowhere and INCR bombs with liver stem cell and catalytic AO, they don't lose much (getting the majority of outlay back in the MEDIPAD license). Incredible. But, even better.... and they knew that they had the leverage needed to pull it off..... they walk with the warrants. They profit big-time from any success apart from LMWH. That said, I also feel that Duncan et al. made a good move. This is what I've been waiting for, an indication that the "third program" was alive and kicking. The research premium is about $11 million, and some day the word "catalytic" will, IMO, hit home. At this market cap, a third program -- and one that is in phase II/III testing -- gives a very nice "ring". >> couldn't start to calculate the revenue potential for INCR << Stroke is just the start, IMO. >> Is it realistic to think that in humans they can get the same result after 7 1/2 hours? Would not the average human be dead from such a blockage well before 7 1/2 hours? << No, but the damage done would be severe and sad. It's a model, and the point was that oxidative damage is ongoing and cumulative. >> I'm looking forward to the market opening on Tuesday. << The need for a draw down is somewhat delayed. There shouldn't be any active shorting. However, the tax loss bail (or bail for whatever reason) is relentless. I'm not expecting any great move on Tuesday. I would not, however, be upset if we get one. Diversification..... this small cap strategy has been stinking. However, it's easy to foresee recovery. >> Now that partnership announcement should put a little spark to the share prices! << The license strategy for the licensing of AEOL 10113 will be fascinating. I favor an early license for one big indication. Royalty could be modest, tied to an option, for other indications, at a sky-high royalty and/or co-promotion rights. Alternatively, just give away the first indication at a modest royalty, and leave it at that...... the number of potential indications is mind-boggling, and the first order of business, IMO, is to get some serious trials rolling. Won't be boring! Disclaimer: Downside potential for most biotech investments is severe. Please, everyone, do your own homework. Rick