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Biotech / Medical : Oncothyreon -- Ignore unavailable to you. Want to Upgrade?

To: horsegirl48 who wrote (1738)	5/24/2001 2:27:30 PM
From: Ian@SI	Read Replies (1) \| Respond to of 2344

Just started listening to the Webcast from the AGM now. So far this looks like a must listen presentation. More details on the Merck collaboration. Alex expects at least treble revenues over and above the $150M agreement to come from excluded items that are described in his presentation. e.g. - Shared Development costs; NPV of Future royalties. NPV of US co promotion Royalty payments Sales milestones. I doubt that this $450M has been priced into the stock yet. After Alex's talk, we seem to be getting a presentation starting from an actual Theratope survivor. Ian.