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   Biotech / MedicalSIBIA Neurosciences (SIBI)


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To: scaram(o)uche who wrote (450)8/2/1999 1:33:00 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).>>

OK, so it didn't have to be Mr. Gates.

This has happened to me three times now (AGPH, SUGN, now SIBI) just this year. I don't like it -- if I wanted more big pharma, I would have bought more big pharma. At least this is cash, and in an IRA so there are no short-term tax hits. Maybe I should just post all my buys on the Munch thread and be done with it.

I wonder if PFE will continue with the lawsuit now.

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To: Biomaven who wrote (470)8/2/1999 1:50:00 PM
From: John Metcalf
   of 579
 
>I don't think another offer is very likely, though. It's hard to value a biotech without their cooperation. <

Pfizer may be able to assign a value, now that they won't be able to litigate Sibia into oblivion. To PFE, SIBI would be worth litigation costs and possible future royalties (from assay subscribers, and maybe from PFE), plus cash, plus patents and other assets, plus products in development.

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To: tommysdad who wrote (471)8/2/1999 1:53:00 PM
From: scaram(o)uche
   of 579
 
>> I wonder if PFE will continue with the lawsuit now. <<

So will everyone else, when they come up to speed. The equally compelling question is "I wonder if MRK will continue with the lawsuit now."

Logical plays for decent returns are pretty apparent.

AGPH, SUGN and SIBI..... I was fine with AGPH. As I've thought about it, I'm more comfortable with SUGN now than "then". However, by any measure, the timing of the Lilly deal relative to this one is bizarre. Sorry, but this one is going to require some sort of secret decoder ring, and they didn't issue one to me.

So..... the AGPH, SUGN and SIBI club.....

Tommysdad, pants up today
Rick H.
who else?

I know that Miljenko overcame his long-standing reticense recently and finally purchased some SIBI. Did you own AGPH, MZ?

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To: Miljenko Zuanic who wrote (8)8/2/1999 2:12:00 PM
From: scaram(o)uche
   of 579
 
>> I will probably be able to attend AM tomorrow if nothing extraordinary develop at work. <<

Two years and not enough beers later, CHEERS!

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To: scaram(o)uche who wrote (473)8/2/1999 2:14:00 PM
From: Biomaven
   of 579
 
So..... the AGPH, SUGN and SIBI club.....

Tommysdad, pants up today
Rick H.
who else?


I had smallish amounts in all three, as well as something in NXTR and a smidge left in CNTO at the end.

Peter


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To: Biomaven who wrote (475)8/2/1999 2:20:00 PM
From: Muse
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I had a lot of SUGN (for me), which I more or less regretfully parted with, and a small amount of SIBI ... Somehow, I have a feeling that this isn't the last time this month either!

D. Pond

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To: Biomaven who wrote (475)8/2/1999 2:22:00 PM
From: scaram(o)uche
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Sorry, but if we made it the AGPH, CNTO, SUGN, SIBI and NXTR club, the membership would be limited to one individual.

Show off.

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To: scaram(o)uche who wrote (477)8/2/1999 2:27:00 PM
From: Pseudo Biologist
   of 579
 
Sure, but did he have Alza too?

PB
(who only had SUGN of the "club list" -g-)

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To: Muse who wrote (476)8/2/1999 2:30:00 PM
From: scaram(o)uche
   of 579
 
Jim:

>> Somehow, I have a feeling that this isn't the last time this
month either! <<

Hope so! Sure did take long enough to get rolling. This is a strange one. The VGCC/pain program is worth the MRK bucks alone, and I'm certain that it's the MRK focus.

Rick


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To: Pseudo Biologist who wrote (478)8/2/1999 2:31:00 PM
From: scaram(o)uche
   of 579
 
-- very big grin -- (eom)

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