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Biotech / Medical : momo-T/FIF -- Ignore unavailable to you. Want to Upgrade?

To: John Metcalf who wrote (3652)	12/15/2005 8:10:03 PM
From: former_pgs	Read Replies (2) \| Respond to of 12215

John / speedel: At speedel's website, look under "investor relations" and then "webcasts and presentations", a recent UBS presentation is available and has plenty of data for SPP100. Also, at the next link, check out the september 20th presentation. novartis.com I haven't had much luck deciphering the royalty percentages. My brief contact with speedel has not had been overly informative. I've made what i believe to be a conservative royalty assumption (10%), which can still provide a good sum of dollars for a broad utility hypertension drug. Still digging on this point though. The SPP600 series of drugs are derived from an inlicense of roche's renin inhibition program. Specifically, SPP630 and 635 are from this program, so I believe they also work under a similar royalty setup as spp100. In fact, the company appears to focus primarily on these types of inlicensing / development / royalty deals. That's fine with me, because I don't think cardiovascular drugs can be effectively developed by small biotechs going it alone. Happy hunting.