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Biotech / Medical 3-DIMENSIONAL PHARMACEUTICALS (DDDP)

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To: mopgcw who wrote (125)	1/16/2003 11:44:42 AM
From: scaram(o)uche	of 146

Pretty sucky, overall. Perhaps JNJ doesn't mention the potential of their molecules for a reason? In the history of biotech, there's never been a lousier partner than JNJ. For all we know, they've sand bagged Centocor. 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. Silly decision to fill the pipe with a molecule that needed so much preclinical, and a molecule that didn't fit the infrastructure, at that.

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To: mopgcw who wrote (125)	1/16/2003 11:54:11 AM
From: keokalani'nui	of 146

Highly doubtful, but never say never. Too late for me anyway, all gone.

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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 subject	1/17/2003 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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