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Biotech / Medical : Panacos Pharmaceuticals (PANC) -- Ignore unavailable to you. Want to Upgrade?

To: tuck who wrote (44)	12/27/2007 9:31:49 PM
From: Robohogs	Read Replies (1) \| Respond to of 53

Lowered target to 3 from 7.40, cut estimates dramatically (half the addressable market), increased dilution dramatically, reiterated buy based on low tech value, fact that on all comers basis, the drug still beats some marketed drugs, and fact that on responders basis, it is fairly potent (1.4 log) with no side effects drug-drug issues. I personally have to assume some pharma/bio will buy these guys on the cheap in next few months. If you paid three times the current price, you get the whole shooting match for less than $100 MM enterprise value. Jon