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

To: tuck who wrote (39)	11/14/2005 6:15:59 PM
From: Mike McFarland	Respond to of 111

<shared risk collaborations> PCOP needs cash, DPI needs some appeal. That could work. <acquisition of early stage preclinical programs to which we can add value> I don't know about this, sorta the route Gene Logic has gone, but seems like it can burn a lot of cash. One or two good molecules is probably better than a dozen rejects. <outright merger/acquisition opportunities> I could see Actelion trade their shares for DPI's cash. I wonder if we will ever see a milestone or anything from Actelion? Lots of ways to make something out of this company. I guess I can expect a little weakness-- to get some shares shook up and into the right hands. DPI should probably not persue Pfizer at all. It is good that they've essentially been breaking even over the past year. But breaken even doesn't do anything for the shares. When my shares get converted into something with better risk/reward, wonderful. Up til now low risk low reward hasn't worked at all.