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

To: Mike McFarland who wrote (19)	10/4/2005 11:40:21 PM
From: Mike McFarland	Read Replies (1) \| Respond to of 111

This article is nearly two years old, but folks who hold DPI shares may want it for their file: Pfizer's search for drug-like compounds leads to investments in file enrichment programs to boost its chemistry efforts Tanuja Koppal, PhD dddmag.com I thought this graphic dddmag.com and the bit about chemical space were interesting. DPI's ChemRx is under Lead, along with a dozen others. Folks will remember that dpi shares have traded down for most of the past year probably because the Pfizer contract is winding down: Our chemistry services contract with Pfizer expires by its natural terms on January 6, 2006. It is uncertain at this time whether we will be successful in entering into new agreements with this customer or any others in sufficient amounts to utilize the additional excess capacity that would result from the completion of this contract. In the near term, prospects for the shares are probably a function of the likelihood of replacing that customer. I rate the shares a lukewarm buy for the valuation--but I've been reading about "diversity oriented synthesis" and such and DPI's aquisition of biofrontera/bioleads last spring might help them sign Pfizer again (??). This is a ridiculous "7%" positon for me, so I'm bullishly biased--make it a neutral rating if you like. mm