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Biotech / Medical : 2012 Biotech Charity Contest -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (428)	1/1/2013 9:20:27 PM
From: rkrw	Read Replies (3) \| Respond to of 513

Good stuff Rick. Of his last years picks, DEPO might turn a corner this year. Royalties growing well, they have a once daily gabapentin they have high hopes for. Should turn profitable by year end. Seems like they are trying to copy to SNTS model, just act as a marketing organization as they seem to be winding down their r&d. TSPT is sub cash. Meager royalties on a motn ambien sold by Purdue. CEO has founded and sold a few derm companies before. Seems like he should have stuck with derm. But I also think he's the kind of person who will end up making money one way or the other in the end. Tsrx I can't make up my mind on. Its a qd linezolid. Tough environment to launch a drug with meager advantages over a generic. I think they had been hoping for clinical superiority and ended up non inferior. But the stock does seem on the cheap side with a pivotal data and a filing coming this year. I don't own any of these.

To: scaram(o)uche who wrote (428)	1/1/2013 10:54:45 PM
From: Biotech Jim	Read Replies (2) \| Respond to of 513

Rick- Thanks for starting this discussion. I have ZLCS in the charity contest and also own shares. Their N-type calcium channel blocker has a past history of being in the Neuromed-MRK collaboration prior to the Neuromed-CombinatoRx merger, and was given back to Neuromed by MRK due to poor po bioavailability in man. ZLCS has essentially closed down all of Neuromed (Terry Snutch company in Vancouver- Snutch being an expert on calcium channels -highly published in quality journals) so that expertise is gone unfortunately. This asset continues in the clinic for neuropathies as it has been formulated to increase po exposures substantially, ~ 6 fold. Should have a Ph2 readout soon. ZLCS needs to raise money, so my bet is they will do an offering after reporting positive Ph2 data for Z160. Jim