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Biotech / Medical : momo-T/FIF -- Ignore unavailable to you. Want to Upgrade?

To: Galirayo who wrote (1591)	1/15/2005 12:44:59 PM
From: scaram(o)uche	Respond to of 12215

>> But it sure was a heck of a lot of Fun on the way up! :) << Geeeeeeze, did you have a great touch! Good to see you back. Rick

To: Galirayo who wrote (1591)	1/15/2005 12:50:38 PM
From: scaram(o)uche	Respond to of 12215

VPHM...... presentation on Thursday at H&Q (JP Morgan)..... mapdigital.com listening to it now. The company has been reborn since I followed them. I'd get excited about results near-term for HCV, but the stock has broken my heart twice, and two previous HCV candidates for the same target (polymerase) have gone belly up..... de Rosen refers to "086" as the first of two HCV compounds, but it's actually the third of four.

To: Galirayo who wrote (1591)	1/15/2005 1:07:37 PM
From: scaram(o)uche	Respond to of 12215

the HCV discussion starts at about 16:30 into the presentation....... "086" proof of principle data due by end of this quarter. I can only plead "don't hold your breath".

To: Galirayo who wrote (1591)	1/16/2005 11:44:14 AM
From: John Metcalf	Respond to of 12215

"What happened to AKRN? Did they get bought out?" No buy-out. They went through a series of problems, including violations of CGMP. Nearly busted. They got financing, and have become mostly a contract manufacturer and a sales outfit. Absent their own R&D, I don't see much there any more, except a manufacturer in re-building. On that subject, the pot-boiler-plus-product in development theory didn't work for me. In retrospect, the product side of the company is not risk-free, and the development side tends to eat all the resources. In short, risks were not mitigated by the perceived "stable" business lines, at least, not in small companies. Good to hear from you, Ray. I recently suggested that a nephew review your old thread because he's developed an interest in TA. Comparative analysis of multiple triggers seems an apt study for a new technical analysis guy.