Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : Neurocrine Biosciences (NBIX) -- Ignore unavailable to you. Want to Upgrade?

To: keokalani'nui who wrote (770)	7/17/2001 1:07:11 PM
From: scaram(o)uche	Respond to of 1834

Nice, thanks!! Miljenko has extended his stay in Europe, so it'll be a few more days before we get his informed commentary. I'm glad to see the market estimate at $2 billion. Previous estimates that I've seen ($800 million) were, to me, surprisingly low. I expect this market to skyrocket. Perhaps the 800M to 2B transition is a reflection that it's already started. At 15% annual growth, that $2 billion becomes $7 billion by 2010. That's just a single reason why one wants to know which neuro companies will be successful, given our aging population. Lots of data needed, however, between this study and market share.

To: keokalani'nui who wrote (770)	7/17/2001 3:06:16 PM
From: Icebrg	Read Replies (1) \| Respond to of 1834

Wilder Just a small note on the timeframe. As I understood the answer to Dr. Tracy's question, they expect to have all trials completed for the standard formulation by the middle of 2003 and to file towards the end of that year. Not that it matters very much at present. It is still relatively far out. Ice

To: keokalani'nui who wrote (770)	7/17/2001 3:35:16 PM
From: Scott H. Davis	Respond to of 1834

Wilder, Thanks, very good notes. Appreciate your time. Scott

To: keokalani'nui who wrote (770)	7/17/2001 9:56:28 PM
From: Biotech Jim	Read Replies (3) \| Respond to of 1834

Wilder- Thanks for the complete notes from the conference call. Things appear to be very thorough to me, being performed by NBIX's "Dream Team." I was unable to listen in on the CC. I'm interested to hear if anything more was mentioned concerning the topic: "TAK’s melanacortin analogue"? Also, Do you have information on the age groups tested in the studies? Thanks for you continuing efforts in this and related threads. BTW, The NeuroInvestment newsletter has a $60 price target, as per the June, 2001 issue # 72. My three year target (July, 2004) is $150, about a $4B market cap, assuming approval of the GABAergic sedation compound, and a CRF1 antagonist in Ph 2 studies with documentation of safety and efficacy. The other programs would be gravy. Disclosure: I've been holding NBIX since 11/00, and trade it from time to time.