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Biotech / Medical : CYPB - Cypress BioScience -- Ignore unavailable to you. Want to Upgrade?

To: Jay Lowe who wrote (260)	6/1/1998 8:47:00 PM
From: muddphudd	Respond to of 586

I agree completely with your assessment. The trick will be penetration into the market by the Prosorba Column. Hopefully, CYPB has a good attack planned.

To: Jay Lowe who wrote (260)	6/1/1998 10:49:00 PM
From: John S. Baker	Read Replies (1) \| Respond to of 586

I agree with you that the current investors must by now have pretty well discounted the value of FDA approval. If that were the only factor, I would agree that CYPB's future lies solely in the strength of its sales force. However, I think there is another possible "bump" available from people who suddenly discover CYPB upon the announcement of the FDA's approval. Instead of price appreciation based upon discounted cash flow ... as in the future sales of the column ... this "bump" price appreciation would be a pure supply-demand play in the marketplace. I will leave it to those more familiar with the biotech field than I to estimate the size of that bump -- maybe 20-30 cents? (ie about 10%)?