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Biotech / Medical : The thread of life -- Ignore unavailable to you. Want to Upgrade?

To: Steve Lokness who wrote (1284)	2/13/2007 3:09:49 PM
From: Mike McFarland	Read Replies (1) \| Respond to of 1336

I suppose you're right, whether it has a $50m marketcap or $100M means little if they're on a path to success. Might have I become so cynical that I see a $15m payment, and assume that Organon expects PCOP to immediately burn that up anyway. Are interesting molecules worth $15m and a 12% royalty, better are worth $35m upfront, and the really good ones get $50m upfront (didn't we see a $50m deal just last week?) Well, it is not for me to say, at least not with any skill. Find out who owned the February Onyx 12.50 calls and there is some skill, right? We are down here just sniffing for scraps I think. Wouldn't you love to stumble on a ten bagger--ride it up all the way. Now there is a trick, holding anything long enough to let it evolve into a ten bagger. PCOP--maybe you have something, but would you be able to hold it as it emerged into a real player if it does indeed have that potential?