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

To: scaram(o)uche who wrote (161)	12/28/2001 12:08:24 PM
From: keokalani'nui	Read Replies (1) \| Respond to of 897

I tried to dig out the "value" of the ETa compounds and IP contributed by txbi to the icos jv. My conclusion was that virtually nothing was paid for it and there are truly modest milestones on the lead compound. Given the liver tox seen in the early trials and the early-stage nature of the 'more potent back-ups', this was appropriate. Doesn't mean a collaboration with icos is not serious. But to judge its progress now is really hard as by all appearances the program has entered the we-don't-talk-about-our-programs-we'll-tell-you-when-it-fails icos mentality.