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Biotech / Medical : ACADIA Pharmaceuticals Inc (ACAD) -- Ignore unavailable to you. Want to Upgrade?


To: tom r. phillips who wrote (88)1/15/2005 2:00:00 PM
From: scaram(o)uche  Respond to of 588
 
Sort of relying on Harry Tracy (Neuroinvest), Biotech Jim, Miljenko, etc. to lead the future way. I'm a neuro-ignorant guy who sniffs out neuro winners. My first real overweight, then-peanuts-in-perspective-but-didn't-seem-like-it, was Sibia. And Acadia seems Sibia-like to me, but way advanced relative to anything that Sibia ever achieved.

Optimistic?

1. I like the fashion in which the company communicates, and the size of the markets that they are aggressively addressing. I do not understand this stuff, and "optimistic" is too strong.

2. For a few years, I've focused on position trades rather than identification of the best long-term, commercial strategies. Seems like those who have taken the opposite track..... ELN, MOGN, GILD, SEPR, etc...... have made easier money.



To: tom r. phillips who wrote (88)1/15/2005 2:30:20 PM
From: scaram(o)uche  Respond to of 588
 
>> i gather you're optimistic about ACAD's prospects? <<

the thread was started by Michael Murphy and mogcgwcwgpmopc was an early contributor. wilder shows up, knowing stuff.

seems like one should pay attention.



To: tom r. phillips who wrote (88)1/15/2005 2:37:40 PM
From: scaram(o)uche  Respond to of 588
 
markets addressed by the business plan, with indications that there's stuff down in R&D......

insomnia
neuropathic pain
glaucoma
Parkinson's Disease
schizophrenia

sexy. needed.