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Biotech / Medical : DPII: Discovery Partners Int'l -- Ignore unavailable to you. Want to Upgrade?

To: Mike McFarland who wrote (11)	8/2/2005 11:47:31 AM
From: Mike McFarland	Read Replies (1) \| Respond to of 111

The quarterly call just finished up--the script for the call is filed. Wall Street values DPII with a slight negative enterprise value, but the company has various platforms that may have some value--"screening assays, targeted libraries, compound storage solutions, in silico tools" Michael Venuti said (from the script) "We believe we can construct such multi-target collaborations to address the current needs of such growing companies in a flexible and cost-competitive way, obviating their need for fractured outsourcing, such that the benefits of such a collaboration with DPI will show the tangible results of new lead molecules quickly" I don't know if that this is much to chew on--what platform technology distinguishes dpii from a lot of other outfits? GLGC recently did a good job of spinning their drug repositioning service-- there is room for some chemical biology/chemogenetics spin here with dpii, but it might take a visionary type guy to do that. They alluded to, several times, that some sort of collaboration could be announced in the near future, but were very careful not to leak any specifics. All in all, a neutral call--hope for a decent press release in the next month or two equally balances the fact that the Pfizer contract is spinning down and that makes dpii look a little sickly. Chemistry and biology--that is the platform! Something like that, good luck all.

To: Mike McFarland who wrote (11)	4/23/2006 2:58:23 PM
From: Mike McFarland	Read Replies (1) \| Respond to of 111

This is old, just a follow up, aptamers Martinsried, Germany, December 05, 2003 - Bio-M AG announced that Archemix Corp., a US-based biopharmaceutical company committed to the discovery and development of aptamer therapeutics, has made an additional investment in the Bio-M portfolio company NascaCell IP GmbH (Tutzing, Germany). Archemix Corp. has already participated in a financing round earlier this year. The proceeds will be used to strengthen NascaCell's market position in aptamer-based target validation and drug discovery. Financial terms were not disclosed. For more information about NascaCell IP please see www.nascacell.com. Nascacell and DPI nascacell.com The only other trivia for the day is that Holtzman is a director of Archemix archemix.com Regarding Holtzman, here is some old stuff from the google cache, sorry, the PPT is gone. 72.14.203.104 There are a few fun tidbits that probably reflect surplus hubris as infinity started up and was selling itself to investors. But I will paste this and ask what is "broad FTO"? Infiniplex Chemistry Novel classes of pharmaceutically relevant structures with broad FTO Designed to be produced, optimized, and scaled rapidly Pursue only highly validated targets Open world of well-validated but “non-druggable” targets with Infiniplex chemistry Use chemical genetic screening to let underlying disease biology find truly validated targets and establish utility for compound classes InfiNet Knowledge Platform Web-services based XML architecture Implementation of meta-data models for knowledge management IP asset development and audit control