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Biotech / Medical : Gliatech (GLIA) -- Ignore unavailable to you. Want to Upgrade?

To: chirodoc who wrote (678)	3/14/1999 6:51:00 PM
From: NeuroInvestment	Respond to of 2001

Reading the prospects of neuropharm strategies which have yet to reach humans (the GLIA AD program) or show efficacy in humans (the H3 program) is mindbogglingly difficult--though one can find glimmers in the research, such as the nuggets that Richard Harmon manages to gather and disseminate. I am currently re-reviewing GLIA, but the short story is; while H3 is better understood and documented now than are the AD molecules hidden in Janssen's labs, even for H3 a best-case scenario would have approval in....2002 perhaps. However, since I devote much of my time to neuro tea leaf reading, I am constantly appraising companies who only have these early stage programs of promise, with no guarantees. GLIA truly is a company of two pipelines, but it is the known quantity of the ADCON program(s) that makes the neuro pipeline much less of a gamble than it is for companies who have nothing else with which to survive. NeuroInvestment (www.neuroinvestment.com)

To: chirodoc who wrote (678)	3/14/1999 9:26:00 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 2001

Curtis: Here's a breakdown for drugs overall...... fda.gov I don't know if neuro stuff is above or below the curve. Maybe Neuro/Dr. Tracy does. I like his estimate of a time that, given luck, we could see a marketed product. once of my concerns is that the company seems to have two very different pipes There are two very different camps. Some would like to see the company spin off or sell the innovation, leaving a profitable anti-adhesions company. Others, like me, like to see every company that has a shot at "integrated small pharma" go for it. Amgen made it. AGPH made it far enough to have paid big for shareholders. Biogen is one step away, etc., etc. GLIA has incredible leverage, and, as more research shows up on H3, the leverage grows. Using "we" liberally, we're through a crucial single-dose phase I. A few more doses without tox, and you're commanding either a large upfront or a deal with mega milestones. Oesterling knows how to ride shares without dilution and to manage a business plan. This 30 ----> 25 consolidation is from those not wanting to ride. Yeeeeeehaw! Rick