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Biotech / Medical : Neurogen (NRGN) -- Ignore unavailable to you. Want to Upgrade?

To: keokalani'nui who wrote (398)	6/16/2004 12:39:55 AM
From: Miljenko Zuanic	Respond to of 523

Maybe! Stock is now on priority screen, and in time I may (will) increase my position (I sold halh few weeks back to cover my initial investment). Miljenko

To: keokalani'nui who wrote (398)	6/16/2004 10:08:42 AM
From: mopgcw	Read Replies (1) \| Respond to of 523

Short-term perhaps? BVF and Merck involvement supporting?

To: keokalani'nui who wrote (398)	6/16/2004 12:32:58 PM
From: rkrw	Read Replies (1) \| Respond to of 523

<<But $318m market cap, $60m cash>> I have a $260M market cap (@7.65) with $175M in cash. $100M stock offering a few months ago (Warburg). So not so far above cash, but as you say, an early pipeline. Was surprised Pacific Growth Equities downgraded today. They must have been asleep at the wheel if the basis is the c5A setback. nrgn q1 call had very clearly (in biospeak of course) imo telegraphed they were reverting to backups. 5/25 q cc <<On the wholly-owned side of our portfolio we have the following programs continuing to increase in value; for example, we're in Phase IIa clinical trials with our C5a antagonist, NGD 2000-1 for RA, and (indiscernible) expected for -- by the end of the second-quarter and Jim's going to talk a little bit more in a moment about this program. This program is also supported by a strong backup program and lead optimization.>>