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Biotech / Medical : Biocryst Pharmaceuticals Inc (BCRX) -- Ignore unavailable to you. Want to Upgrade?

To: tuck who wrote (37)	12/6/2006 11:34:36 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 269

>> with $1.50/share in cash or about 40 million, and large trial looming, they will need to raise cash within a year << Been watching it trade, since you mentioned it in T/FIF the other day. Looks, to me, as though it is currently being capped by someone who wants shares........ as if there is a seller intent on holding the shares back, not on getting best price. I'll bet there's already a secondary being discussed! Or maybe I'm just shell-shocked by a recent, surprise offering. Could also be tax-loss selling? >> oddly, the stock promptly splutted << There was sooooooooooo much damage done to development-stage biotechs, April-May. It takes good news and time to recover, and companies which actually have a cash-gobbling project of significant interest seem to get no break. I have strong feelings re. the MECHANISM that was used to gut development-stage biotechs, second quarter..... four biotechs with excellent research teams, note that three of the four splutted concurrently. finance.yahoo.com (first four stocks I picked, random except that I was trying to pick companies with innovative science and targets.... arna recovered early as it got go-ahead on a phase III.) >> January Effect play. Anyone got thoughts on its potential in that context? << Looks like it is a good candidate for tax-selling, last couple of months. Tax sellers often are among the decent January performances, IMO. No, I haven't followed it. But I have no doubt that PNP is a valid target for both lymphoid malignancies and for autoimmunity. With a RP of 300m, this baby will skyrocket if there's human-to-human transmission that looks problematic?????????? Sorry I can't be of more help. Thanks, very much, for the tickle. I'm interested, and will be interested in the ASH reports. Rick

To: tuck who wrote (37)	12/7/2006 1:19:59 PM
From: scaram(o)uche	Respond to of 269

Someone's whomping on it, probably the same someone who whomps on most of these cash-poor situations. But thanks for bringing it back into vision...... the cancer program is top-notch, and Roche is interested in the same target, molecule with different pharmacology. Lots of stuff new in the past year, with visible progress on the old stuff, including an I.M. formulation for seasonal flu. "Give me the shot, Doc. Thanks. What? In the butt? Damn. OK, go ahead. Much better than carrying Tammysflu around." That's all with the in depth due diligence of having throughly read the COMPANY'S LINE, mind you. :-) >> I gather Bioshield is in super slow mo mode << SARS is obviously not going to buy you a dime of MC. Ditto Ebola. West Nile, however..... that's good work to have percolating away. HCV investors bailing?? Seasonal flu is just getting established in the U.S., in the South. Sounds like peram stacks up well, given any spot light?