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   Biotech / MedicalSIBIA Neurosciences (SIBI)


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To: tommysdad who wrote (449)7/17/1999 8:22:00 PM
From: scaram(o)uche
   of 579
 
Weird. Priority date looks like '91, however.

>> BTW, 23 U.S. patents in a year and a half is unbelievable for a company this size --
more than any other biotech I follow. Very productive group (of both scientists
AND attorneys). <<

Finally, a second person has noticed.

- g -


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To: scaram(o)uche who wrote (450)7/18/1999 7:49:00 PM
From: tommysdad
   of 579
 
<<Finally, a second person has noticed.>>

Based upon the recent stock price, that seems literally true. We need a third (if his name is Bill Gates).

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To: tommysdad who wrote (451)7/18/1999 11:25:00 PM
From: scaram(o)uche
   of 579
 
One thing is certain..... fireworks, up or down, any day now.

Gawwwwwwwd, this stock is cheap.

Good luck, all.

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To: scaram(o)uche who wrote (452)7/19/1999 8:50:00 PM
From: John Metcalf
   of 579
 
{Pfizer ethics} Pfizer is becoming its own Viagra joke, having rocketed off for awhile and staying up longer than expected....

www2.nando.net

Pfizer is pleading guilty in a price-fixing scheme. They continued the illegal practice 15 years, and were only fined $20mm, or $1.3mm per year, to view it coldly. Our regulatory apparatus can be quite reasonable to rent!

From curiosity, I read the litigation sections from PFE's 10-Q and 10-K. More good news! Pfizer's attorneys are way too busy to spend much time with Sibia. If they follow a frequent PFE strategy of extending litigation for years, Sibia won't be hurt by it, being able to practice and license their invention in the meantime.


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To: scaram(o)uche who wrote (452)7/21/1999 9:56:00 AM
From: scaram(o)uche
   of 579
 
1508Y results negative. Studies insufficiently powered. Lilly gets a year to look at.......... "a trend to significance was noted and significant differences
between doses of altinicline were observed, suggesting a dose-response effect."

biz.yahoo.com

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To: scaram(o)uche who wrote (452)7/21/1999 9:57:00 AM
From: A.J. Mullen
   of 579
 
Ignore this! Richard beat me to it. eom.

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To: A.J. Mullen who wrote (455)7/21/1999 10:07:00 AM
From: scaram(o)uche
   of 579
 
A double whammy..... negative results, and somebody is putting a floor under it at 4 15/16, such that cheap shares are not available. Thus far.

Ugh..... all that cash, and nowhere to go.

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To: scaram(o)uche who wrote (456)7/21/1999 12:07:00 PM
From: LLCF
   of 579
 
The News headline I see is:

"Sibia Says Parkinson's Drug Ineffective in trials"

Doesn't sound like the street would like it much if they ploughed ahead.

DAK

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To: LLCF who wrote (457)7/21/1999 12:39:00 PM
From: scaram(o)uche
   of 579
 
No, when Lilly took the option, it became their game. Just depends on how strong the trend toward significance was and what the dose response data actually says about the potential.

Program is now well-funded by Lilly, 1553A results coming this quarter. If the 1553 results are negative or "grey", then SIBI turns into a plain old bargain (VGCC/pain, caspase, patents and licenses, BMY/Novartis/Lilly), instead of a potential skyrocket with short fuse.


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To: scaram(o)uche who wrote (458)8/2/1999 9:17:00 AM
From: LLCF
   of 579
 
MERK TO BUY SIBI!!!!!!!!!!!!!!!! $87 MILLION.

Whats that $9 per share... $9.50? Crappy currency!

DAK

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