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Biotech / Medical : Neurocrine Biosciences (NBIX) -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (129)	3/15/1999 10:53:00 AM
From: Laurens	Respond to of 1834

I am,like you, not heavily invested in NBIX, still good for a $2000 gain today. When the deal with AHP was announced I though the stock would surge (se my post),but it took a while to sink in. Still,my opinion on this outfit is that there will be not much "breaking news" from NBIX this year. So when the dust settles, you could get some more stock around $ 5 .- in a sagging market. I will add more at that price.

To: scaram(o)uche who wrote (129)	3/15/1999 10:19:00 PM
From: Miljenko Zuanic	Read Replies (1) \| Respond to of 1834

I think that market today value very little bt new deal (if there are no significant up front and near milestones payment), so NBIX isn't excluded. However, after DHEA is gone, maybe somebody will start looking on what is left. And, they will be surprised with what they find. The value of only two programs in PII (CRF-r antagonist<J&J>, and APL antagonist<Novartis>), without epilepsy drug, toxin, obesity APL agonist, EAAts, IGF-bp3 antagonist, melanocortin receptors,..., exceeded today NBIX technology value by at lest two-three fold. Maybe today article in BG has something to do with small move. boston.com <<Much of the excitement comes from the growing recognition that an almond-sized brain structure called the amygdala plays a central role in the processing of fear and almost certainly in depression and chronic anxiety as well. The amygdala is rich in receptors for substance P, a brain chemical originally thought to transmit pain signals but now believed to be more important for depression and anxiety. The amygdala is also rich in receptors for CRH, the stress hormone. At the same time that drug makers are scrambling to find drugs to block CRH and substance P, they are scurrying to improve the current SSRIs, which combat depression and anxiety by increasing levels of a brain chemical called serotonin in the synapse, or space, between nerve cells.>> So who has lead in CRF? And, after Substance P inhibitors(Merck) now has significant delay in further clinical trials. I bought initially (in 98) NBIX at 8 5/8 and am considering myself very lucky to be able to buy additional shares on the way down and recently below 5. Miljenko