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Biotech / Medical : AXYS Pharmaceuticals Inc. -- Ignore unavailable to you. Want to Upgrade?


To: RCMac who wrote (264)5/13/1999 4:36:00 PM
From: scaram(o)uche  Read Replies (1) | Respond to of 455
 
Bob:

I don't own it any longer. Not certain how long I held those shares. I can look at my 1040 to see, if anyone cares.

However, I have been watching it, trying to decide if it is worth some weighting relative largely to a bunch of neuro stuff.

First.... John Dwyer follows the company more closely than I do.

I like Mike Venuti.

They have a license from Chiron to use the HCV protease as a target, and Chiron is taking everyone else to court.

Rick



To: RCMac who wrote (264)5/13/1999 4:52:00 PM
From: scaram(o)uche  Respond to of 455
 
regarding the Boehringer Mannheim project, it'll be fun to watch for this.......

biz.yahoo.com

or maybe not so much fun.



To: RCMac who wrote (264)5/13/1999 5:35:00 PM
From: LLCF  Respond to of 455
 
< big pharmas' judgment is hardly faultless, but when a bunch of them vote the same way with big money, I pay attention.>

Yes certainly worth paying attention... I'm interested in AXPH because there are so many positive things going on and yet so cheap. Seemingly only because they are so early stage and no exciting trials to watch near term. Yet if you're looking past revenues, past (near term) pipeline, you'd love it. Clearly the market has gotten past revenues to pipeline (finally) and when that starts getting long in the tooth (or before?) just maybe.........? we'll see. In addition who knows what they discover stumbling around in their pre-clinic. Certainly seems to be one to sock away for the kids or whatever.

Thanks so much for you're summary, very informative.

DAK