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Biotech / Medical : Essential Therapeutics (ETRX) formerly Microcide (MCDE -- Ignore unavailable to you. Want to Upgrade?

To: john who wrote (9)	2/22/1998 2:55:00 PM
From: John O'Neill	Read Replies (2) \| Respond to of 415

One competitor is Cubist co. I'm looking for a 20 % rebound because of the recent 20-25% decline seen since certain restricted stock recently became eligible for sale. These venture capitalists are, no doubt, making good profit at $7 1/2 and have no interest in holding the stock. I see this as a simple suppply/demand issue; as the sellers abate than the stock should quickly recover to the $10 + range. But then again ..who knows? John O

To: john who wrote (9)	2/25/1998 4:48:00 PM
From: Pseudo Biologist	Read Replies (2) \| Respond to of 415

Competitors. As stated before Cubist is the obvious "pure play" competitor, but there are a few more. Genome Therapeutics (GENE) has programs in the area. See for example cric.com So do some of the other genomics companies at some levels (INCY, MLNM, HGSI) Xoma is sort of a player thru their BPI platform, as it is claimed to potentiate existing antibiotics. In particular, rBPI121 enhances antibiotic activity in vivo and in vitro, and can overcome resistance to these antibiotics in vitro. BPI, however, is a protein and thus not orally available as a pill or capsule. There is an outfit called SIGA Pharmaceuticals (SGPH) working on bacterial adhesion as a new target for antibiotic development. They recently signed a technology deal with MedImmune and Washington University (St. Louis). Here is link for quick reference biz.yahoo.com SynPhar Laboratories (Canada) claims to have a novel, potent beta-lactamase inhibitor (sounds like a "me too" drug to me, but have not looked much further). Here is another quick link edt.gov.ab.ca A ~50/50 unit of Sepracor (SEPR), Versicor, is engaged in a program that, to some degree, looks similar to MCDE's. Versicor also has an agreement with GENE: cric.com PB