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Biotech / Medical : Biotech & Pharma.T.A, -- Ignore unavailable to you. Want to Upgrade?

To: Galirayo who wrote (633)	1/18/2005 12:14:23 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 3722

the thing about VPHM..... HCV news is coming, and absolutely NOBODY has any confidence that the results will be positive. I listened to de Rosen's excellent presentation at JP morgan, and he was referring to the HCV molecules as first and second. Ha!!!! I wish. They wish. We all wish. Results are due before the end of the quarter for the THIRD, and the IND is due this year for the fourth. so........ if results do look good for "086"? bang. but I don't follow the stock any longer, so.... if anybody could estimate the magnitude of the bang, given the perspective of debt and a completely new business that is reputedly headed for capacity to support ongoing clinical testing of pipe? it would be rkrw.

To: Galirayo who wrote (633)	1/18/2005 1:08:47 PM
From: Jibacoa	Read Replies (3) \| Respond to of 3722

I didn't say much about VPHM here .. but it warrants a good look. Ray I am long VPHM.<g> The stock still is below its Jan.20 2004 H of $3.74 but after its Aug.13 L of $1.40 it was able to break out of its down trend on Aug.17 (It still has resistance at the recent intra-day Hs of $3.41 $3.45 & the last one on Dec.30 at $3.52) The minor spike on Sep.15 was after it announced that the NAZ had notified it that it was in compliance with the requirements for continued listing, and the minor trend that started after that was held at the support level (at the L of Sep.17 at $1.77) and the hold period lasted until Oct.15 when it broke out of that minor down trend.(That was on a Friday and apparently some people had advance notice of the news it released on Monday Oct.18 of its agreement with LLY to acquire all rights in the U.S. on oral Vancocin, but don't tell the SEC.<g>) I think that deal with LLY was a good one, since vancomycin is the antibiotic of choice to treat enterocolitis caused by S.aureus and C.difficile.VPHM estimates that revenues from Vancocin will generate cash flows sufficient to make them CF + in the near future (2006 ?)if that happens,VPHM will have CF to fund most of the development of drugs in their pipeline without depending solely on capital markets. The uptrend that started on Oct.15 is still intact as the support level on Dec.2 L of $2.77 has held.(The L on Jan.5 was $2.80) ($2.77 was higher than the Aug.25 H of 2.61)And I also like the lucky 7s (the L on Sep.17 was $1.77 <g>) VPHM also had good news in early Dec. when it announced that SGP had received green light on its agreement to license pleconaril and SGP was assuming responsibility for all future development costs of pleconaril and besides paying VPHM a license fee of $10M million,will purchase VPHM's inventory for up to an additional $6M.(VPHM is also eligible to receive an additional $65M on achievement of certain events and royalties on SPG's sales of pleconaril.) And on Jan.6, VPHM announced that WYE has submitted an IND to evaluate HCV-796,to treat hepatitis C. At any rate, I think VPHM's long term chart is interesting.(I would be satisfied if it can test again the $15 level.<G>) bigcharts.marketwatch.com RAGL Bernard