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Biotech / Medical : Neurobiological Tech (NTII) -- Ignore unavailable to you. Want to Upgrade?

To: Dr. John M. de Castro who wrote (1124)	1/16/2003 10:49:53 PM
From: JMarcus	Read Replies (1) \| Respond to of 1494

Can you shed any light on the following apparent inconsistency. Yahoo's Profile for NTII indicates available cash at only $0.08/share. With 17.8M shares outstanding, I calculate that as a mere $1.424M. But in its 10Q report issued on 11/13/02, NTII stated: <<We had available cash and cash equivalents and investments of approximately $7.5 million as of September 30, 2002, compared to approximately $7.3 million at June 30, 2002. We believe that our capital resources will be adequate to fund our operations through at least the next twelve months.>> biz.yahoo.com Unless NTII is being misleading in its use of the words "and investments," its cash position looks considerably better than the Yahoo Profile indicates. Do you agree? Marc

To: Dr. John M. de Castro who wrote (1124)	1/16/2003 10:54:24 PM
From: rkrw	Respond to of 1494

John, Nice to see you getting rewarded after exercising years of patience! I don't think ntii could have found a better partner than frx. AD looks like a slam dunk, hopefully NP to follow. Who would have thunk it? :-) Jim

To: Dr. John M. de Castro who wrote (1124)	1/16/2003 11:13:29 PM
From: John McCarthy	Respond to of 1494

Dr. John thanks for posting (and I don't care what you would have said) its just great to hear from you .... with respect to your analysis we're at the same place ... I hope that rumor is crap because we're on the downside of the mountain .... and I just wanna coast .... I make the DN market size (not NTII's take) as follows: 3.3 million WW-DN Patients * $2,646 (ann. patient cost) = $8.7 billion (Down-size the 3.3 million to whatever ... * $2,646) * 13% and there we go ..... I've lived in marketing companies so here's a thought ... If Memantine cuts the muster .... there's a small piece of me that thinks FRX will run DN in TV Ads .... i.e. 3.3 million is what it is because no one has FDA permission to YELL PUBLICLY .... and if someone has the Green light - the number will go north ... in any event we will see .... And in the DN mirror - Lilly (LY333531) about a year behind us, IDEV (IP751) just finished P2, BTGC (Prosaptide) haven't followed, GV196771 messages.yahoo.com KERYX BIOPHARMACEUTICASL, INC messages.yahoo.com one additional thing for your fyi .... Possible Patent extension messages.yahoo.com lastly and firstly and finally ..... it is just great to hear from you ...... with warmest regards, John