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Biotech / Medical : Cadus Pharmaceutical Corp. (KDUS) -- Ignore unavailable to you. Want to Upgrade?


To: Tomato who wrote (1208)1/21/2004 2:04:21 PM
From: scaram(o)uche  Read Replies (1) | Respond to of 1833
 
If it feels like 2002 at the end of 2004, KDUS will be among the most respected of biotechs.

:-)

Talked briefly with Ms. Paige, and then emailed her a ton of (IMO) relevant stuff. No feedback, as I asked that communications be one-way. I fed her all info that I could relative to SLV320, adenosine receptors as target, etc.

I tried one theme...... reacquire the OSI program if possible (pharma margins are 90%-plus, some drugs sell at $5B/year, the MC of KDUS is peanuts, yada, yada). I emphasized that biotech companies are worthless without cash *or* I.P., but that the two are "valuation synergistic".

She had lost everything that I sent in that previous round of communications, hard drive crash.



To: Tomato who wrote (1208)1/21/2004 2:09:17 PM
From: jayhawk969  Read Replies (1) | Respond to of 1833
 
Actually I have it in for 10%. Second worst performer behind MLNM. in the group so far this year.

J.D.