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Biotech / Medical : Nuvelo(NUVO) -- Ignore unavailable to you. Want to Upgrade?

To: tuck who wrote (118)	12/11/2006 3:50:47 PM
From: DewDiligence_on_SI	Respond to of 140

I'm not sure what NUVO thought they saw [with rNAPc2] that could resurrect it. When your lead drug is on shaky ground—as Alf has been since the FDA demanded tough “outcomes” endpoints for phase-3 (ask AMGN)—it makes sense to fill up the pipeline with whatever you can get. I’m inclined to agree that rNAPc2 is worth less than $2/share.

To: tuck who wrote (118)	12/11/2006 4:05:42 PM
From: idos	Respond to of 140

Perhaps CIBC are trying to defend whatever is left from one of their picks. The thing that attracted me more than the pipe, was the CEO (hard to resist a guy named love:-), but i stayed away... best, ido

To: tuck who wrote (118)	12/11/2006 4:15:06 PM
From: rkrw	Read Replies (2) \| Respond to of 140

Not saying rNAPc2 is the ticket, it's probably not. I think it may have been partnered with sgp before dndn got the cvas cash. But there's a ton of pharma castoffs that have created an absolute massive amount of market cap. Top of my head, celexa, all of myogen, all of idenix, ranexa, cbst, all of vicuron, vx-950 was with lly, cialis was with gsk and on and on, all were big pharma throwaways. Probably an equal number on the other side, such as indiplon, actimmune and others that didn't work out well. I'd guess the success % is no better or worse than normal pharma percentages. It's still a crap shoot :)