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Biotech / Medical : Infinity Pharmaceuticals -- Ignore unavailable to you. Want to Upgrade?

To: Mike McFarland who wrote (60)	8/3/2006 11:04:19 AM
From: Mike McFarland	Read Replies (3) \| Respond to of 210

OT (listkeeping) AnalytiCon Discovery GmbH Natural products collection--website not working this morning ac-discovery.com Asinex Ltd. asinex.com Astex Therapeutics astex-therapeutics.com This one is worth a second look astex-therapeutics.com in fact, worth sending to the printer, here is corporate fact sheet pdf astex-therapeutics.com Biotage AB biotage.com the two second glance, a tool company, a Tuck company ChemBridge Corporation chembridge.com another one doing what DPI used to do Chemical Diversity Labs, Inc. chemdiv.com ditto Daylight Chemical Information Systems, Inc. daylight.com chem and software Eidogen-Sertanty, Inc. eidogen-sertanty.com I see Kinase a couple times, doing some drug discovery work for Kalypsys Enamine enamine.net more of the same, the more of these you find, the better I feel about DPI shutting down. Nanosyn nanosyn.com Nuevolution A/S nuevolution.com Schrödinger, Inc. schrodinger.com lots of chem software Surface Logix, Inc. surfacelogix.com better PKPD, has some venture backing, maybe worth a second glance Vernalis plc vernalis.com the real thing, there's probably a thread and I just never stumbled onto it So, after ten minutes of googling, I want to know more about Astex. I'd like to come up with a handful of companies that look like peers to track along with INFI. So far, I only have ARQL cemented in my mind to compare, there are obviously many more of the same size and shape to lump alongside Infinity...many are pre IPO or could stay private. I could add SGXP, although I see that somebody mentioned their IPO was a little weak, and they'll need another round of funding pretty soon to snag the rest. To get on my list they really ought to have a book value around 100M, mostly cash to match the size of Infinity. As far as shape, I think I know it when I see it. astex-therapeutics.com ipi.com nibr.novartis.com that is the sort of thing I look at, fwiw