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Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: Biomaven who wrote (181)	4/22/1999 4:52:00 PM
From: scaram(o)uche	Respond to of 52153

So RFS is the blockbuster, but, beyond today's news, Nipent approval for CTCL or a license deal for RFS might be the next big news? They have warrants. Haven't looked at the terms, but they seem, in the past, to have released news in clusters. Reviewing my notes from the last Informed Investors forum (Bay Area), I have RFS stuff and Nipent stuff, plus the note that they have first right of refusal from anything Stehlin comes up with. Reviewing my notes from the previous Bay Area II forum, I note that they've filed a NDA for their first Extra (TM) formulation (mitomycin?). This seems like a clever idea, but I don't know if there are two or two hundred companies that are working on this "shielding" concept. That was November, and it sounds like they were well into phase III for RFS 2000....... 45 sites. I'm confused.... my notes from November say that they expected approval for Nipent/CTCL "within six weeks", but the release you posted indicates that the SNDA wasn't filed until 2/26/99. I used to try to follow the old Sparta news, but I wasn't particularly well-versed in what they were doing. I note that they currently have a market cap of under $2 million, so first blush would say to search elsewhere for any surprises.