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

To: Pseudo Biologist who wrote (17)	2/25/1998 8:37:00 PM
From: John O'Neill	Respond to of 415

John and Pseudo Biologist, According to CFO they have recently renewed deals with their two major partners. Johnson & Johnson, the third partner, won't be announcing their renewal until fall, as I understand it. I would be very curious about competition and how they view their prospects from this perspective. A call to Mat Hogan with some specific questions on competition and comparisons with some of Psuedo's competitors would be very interesting. Please post info from call.. John O. PS today was the first day that I noticed a big dump in the stock with a rebound the same day..maybe the stock has bottomed out finally.

To: Pseudo Biologist who wrote (17)	2/26/1998 12:04:00 AM
From: john	Read Replies (1) \| Respond to of 415

PB, Thanks for the great post. I am getting close to buying. What is so interesting about MCDE is its underwriters. Cubist operates the same way, but tanked when one of its partners didn't renew. Of the stocks resembling MCDE none are price as attractive. That includes ratios for book value, sales, etc. However, if one things goes wrong MCDE could be selling at a discount to book, which doesn't really mean anything with these companies. I will call Mr. Hogan tomorrow. Thanks for sharing your information. John