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Biotech / Medical : Oxford GlycoSciences Plc -- Ignore unavailable to you. Want to Upgrade?

To: tuck who wrote (205)	3/29/2002 1:12:38 PM
From: keokalani'nui	Read Replies (1) \| Respond to of 469

Just for the purpose of dialogue... Failure has not been entirely priced in. And if it fails at the doorstep of regulators AND the company continues vavesca's development with, say, a safety or a controlled trial in Gaucher's, or in other niche GS indications as promised, kiss goodbye a portion of the current technology value and the value of 33m pounds to be spent in 2002. The Brits can be stubborn. OTOH, Europe seems more welcoming of complicated clinical results, allowing the market to determine drug success especially in an indication tightly controlled by expert MDs. V success would what, double the market cap? It's not like they are going to get all cerezyme patients at once. OGS needs small molecule heparanse program to develop super quick. Hey, I'm still an investor. But I reacquainted myself with the fact that 3DP is down to a $40m tech value and they have some sexy targets with real drug candidates. (I'm into the "E's" of my portfolio spring cleaning. OGSI came out of order.) Cheers backatcha! Wilder