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Biotech / Medical : T/FIF Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (169)	10/25/1998 11:33:00 AM
From: John Metcalf	Read Replies (1) \| Respond to of 1073

Rick, thanks for the link to the PCOP/RiboTargets article. PCOP has a business presence at Cambridge (UK, not Mass) and has recently announced MSI funding for the Centre for Structural Biology at University of York. RiboTargets has a collaboration with Cambridge Combinatorial which produces libraries of RNA inhibitors. Development of RNA inhibs to drug resistant pathogens is interesting, but (at first) I was not thrilled with entry into the crowded fields of HIV and HCV. The optimistic consideration may be that since MSI earns money by selling software, entry into a crowded field may create products for potential software customers there. It's interesting that the software side of PCOP (MSI) has made a deal which may develop rights to drugs, which adds some complexity to the business model. Such an integration was mentioned in the conference call following the PCOP/MSI merger. Fortunately, my inability to visualize the fruits of cross-fertilization kept me from buying the stock at twice the current value -:)