To: Harold Engstrom who wrote (3658 ) 11/30/2002 11:08:53 PM From: scaram(o)uche Read Replies (1) | Respond to of 10345 a manufacturing facility that could be subsidized by Ligand..... etc., etc. dunno..... I believe that the delivery/formulations business has been way undervalued among the prognosticators. If I'm correct and SEC doesn't kill the company, then I feel that they can turn the corner with assets that make the current MC look small. JVs..... a few of them could hit the big time. If ELN turns the corner, it will be healthy IMO, with out without antegren. frovo..... the triptan market is so under-penetrated, it's silly. but there's little competitive advantage to frovo. it needs to be marketed like crazy, as patients who try (and like) a given triptan will be unlikely IMO to test further waters. One thing is likely, IMO..... a couple of triptans will go on to command a billion. patient experiences and word of mouth will be the determining factor. my satisfaction with rizatriptan has already led to many, many new customers for Merck. but, as satisfied as I am, I almost always take a repeat dose within 24 hours due to headache recurrence. reality check...... antegren..... forget the BS at Yahoo. it's not a gimme. I'm also excited. Anyone who isn't a shareholder is, IMO, not a traditional biotech investor at heart. However, I've still got only my modest position, and I'm not raising the bet until I figure out why the shorts are so confident. Given that short interest has now stabilized and that there are some very stupid shorts in the stock, maybe I should say "were" instead of "are"? I hope so. I would love to see both the shorts and the naysayers stuff this one up their collective rear. If one looks at the variety of projects that have derived from Athena, I feel that anyone working against this company is just plain rotten in the soul department.