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Biotech / Medical : BIOTECH & TECHNOLOGY INVESTING *UNDERVALUED*{T/A F/A & V} -- Ignore unavailable to you. Want to Upgrade?

To: BRAVEHEART who wrote (94)	3/3/1999 2:45:00 PM
From: CPAMarty	Read Replies (2) \| Respond to of 423

Jeffrey, Do you think that IMCL is under accumulation or just topping out? bigcharts.com

To: BRAVEHEART who wrote (94)	3/5/1999 11:13:00 PM
From: JMarcus	Read Replies (1) \| Respond to of 423

It is very lonely on SI's SUNP thread, so I'm posting here as well my take on yesterday's Informed Investors Forum presentation, which is available at www.vcall.com. SUNP is presenting again on March 13th in San Francisco. I plan to attend, so send me any questions you would like answered and I'll do my best to get a response from the presenter. The most significant new information was that the company has decided to continue development (by generating the additional safety data recently requested by the FDA) of its DEHOP drug for refractory diarrhea, while at the same time trying to get the second-generation compound (DESPM) into clinical trials. I applaud that decision. With Shaman's Provir now benched on the sideline, SUNP should move as quickly as possible to get DEHOP approved and onto the market. Paul Heron still expects Warner Lambert to report results of the DENSPM Phase 2 cancer trials in the second half of this year. He reiterated that WL is deeply committed to the product, it being one of only two cancer compounds that WL currently has in clinical trials. SUNP plans to file 5 INDs and start 4 new Phase I trials this year. One of the more interesting compounds in that pipeline involves an amino acid associated with shutting down the HIV virus's ability to replicate. They also expect 1999 to be a busy year for corporate sponsorships. It bears mentioning that the business model of SUNP is to discover new compounds (through its collaboration with Dr. Bergeron and the University of Florida) and bring them into clinical development, but then to partner the compounds with a big pharma company that can complete the middle and late stage clinical trials. The company has very low overhead: just six employees and no manufacturing operations (its primary compounds, polyamine analogs, are relatively simple to formulate). Marc