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   Biotech / Medical3-DIMENSIONAL PHARMACEUTICALS (DDDP)


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To: keokalani'nui who wrote (127)1/16/2003 12:53:13 PM
From: mopgcw
   of 146
 
not holding out for that last dime?

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To: mopgcw who wrote (128)1/16/2003 1:10:38 PM
From: keokalani'nui
   of 146
 
Nope. It feels to me, feels, like the supply of several BT microcaps has dried up and that money is trying to move in carefully but with conviction.

Thus, I think it is important to redeploy quickly. Someday we'll look back and say...XXXX traded at that price for HOW LONG?

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To: keokalani'nui who wrote (129)1/16/2003 1:54:56 PM
From: mopgcw
   of 146
 
any good redeploy ideas/pointers?

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To: mopgcw who wrote (130)1/16/2003 2:54:10 PM
From: keokalani'nui
   of 146
 
After 2002, I'm not confident enough to answer that question directly. You probably already have an idea of what I like anyway.

If I were searching for best ideas I would spend some time in the 2003 contest entries; but keep in mind some are not actually owned by the contestants and even if owned are unlikely to be owned in those proportions, or if ever owned, then no longer so.

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To: keokalani'nui who wrote (131)1/16/2003 3:58:32 PM
From: mopgcw
   of 146
 
>>After 2002, I'm not confident enough to answer that question directly

me too, which is why I am searching for light in the darkness.... ;)

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To: scaram(o)uche who wrote (126)1/16/2003 7:23:57 PM
From: Miljenko Zuanic
   of 146
 
<<The upside? Scratch one more management team that didn't have a concept of the breadth of the job that needed doing. They did the job, as they conceived of it, pretty well. But that's not enough.>>

Pretty well... for what and for whom???

Technology value, premium...NEGATIVE!
IOR....NEGATIVE!
Results...NEGATIVE
You bet they will receive FAT BONUSES for transaction!

This guys are like CATS, failing is fun for them.

Whish I can kick their fat ASS.

Miljenko
[eom]

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To: Miljenko Zuanic who wrote (133)1/16/2003 7:35:58 PM
From: scaram(o)uche
   of 146
 
>> Whish I can kick their fat ASS <<

1. My first reaction, in the munch thread, was "grrrrrrrr".

2. Message 18367350

Let's make sure that they take their millions and stay away from biotech.

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To: Harold Neely who started this subject1/17/2003 10:17:19 AM
From: Findit
   of 146
 
Looks like there are lots of folks waiting to see if another offer comes in. Only 1/5 of the total float has traded since the J&J offer. Insiders will control the voting since they own 59 of the shares. So the writing may already be on the wall, but I am holding for a while. Just hoping for a better offer. Anyone else?

Jim

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To: scaram(o)uche who wrote (46)1/17/2003 12:14:38 PM
From: scaram(o)uche
   of 146
 
only one year........

Message 16861048

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To: Findit who wrote (135)1/17/2003 12:22:41 PM
From: scaram(o)uche
   of 146
 
No, but good luck. I took the cash and walked. Walked ticked. I feel as though I've met "high throughput Corvas", where we can translate faster screening to faster burn.

I think that the Board decided to get a good deal for management and employees, while making a decision to protect shareholders from potential downside.

A critical mistake, in-licensing such a huge amount of burn -- applied so far from market -- in this funding environment. I could only interpret the move in context that management was anticipating good news re. more than one project. And then, for a prolonged period....... nada.

Silly error. It was sort of stunning at the time, sort of "there must be something good, in the deeper works" stunned. After all, there was the milestone payment for thrombin inhibitors, the Athersys (sexy, for me) deal, and all of that time on the discoverworks learning curve, right?

Ugh.

So...... I hope that most jobs are secure. It looks like they are. It may be a good move by the Board. Certainly looks like JNJ got a good look at the company, so they're probably just picking low hanging fruit in this difficult period for biotech.

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