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


To: scaram(o)uche who wrote (61)1/16/2007 11:53:36 AM
From: scaram(o)uche  Respond to of 269
 
Updating........

A research premium of 165m buys you the right to participate in the development of:

1. 4208, milestones and royalties, limited co-promote U.S.

2. frodo, Mundipharma ex-U.S., SPA-restricted pivotal testing LAUNCHED.

3. prammy, intravenous, hospital use and any stockpiling contract revenue.

4. prammy, I.M., seasonal flu.

5. anti-viral (including anti-HCV) and anti-inflammatory pipe (which I have yet to investigate, maybe some of our industry-tuned-in sorts have a feel?).



To: scaram(o)uche who wrote (61)3/8/2007 9:58:50 AM
From: scaram(o)uche  Read Replies (1) | Respond to of 269
 
>> so.... putting it in the usual frame, with banked CASH supporting the development of pipe, 170m buys you the right to participate in the development of <<

Haven't got time to do the real math with real numbers, but.... market cap has dropped 30m, and there's the new cash from Shionogi. So, putting the HHS cash in the "banked" category, looks like we're down to about $130m in research premium?? That buys.....

1. 4208, milestones and royalties, limited co-promote U.S.

2. frodo, Mundipharma ex-U.S., SPA-restricted pivotal testing initiated.

3. prammy, intravenous, hospital use and any stockpiling contract revenue.

4. prammy, I.M., seasonal flu.

5. anti-viral (including anti-HCV) and anti-inflammatory pipe.

Fair analysis?