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Biotech / Medical
Pharmacopeia, Inc. (ACCL) (Prev: PCOP)
An SI Board Since May 1997
Posts SubjectMarks Bans Symbol
179 14 0 ACCL
Emcee:  Jim Lang Type:  Unmoderated
I have recently researched PCOP and find it an interesting company with significant upside potential, both short and long term. I am hoping that there are others out there that would like to have discussions about or follow this company more closely.

In a nutshell, PCOP is a leader in combinatorial chemistry, one of the major and growing methods of identifying compounds that may ultimately lead to marketable drugs. Combinatorial chemistry is used to create libraries of small molecular compounds that are then screened and assayed against biological targets (i.e., for activity against substances known to be involved in diseases). The company has a protected (but publically reported) method that allows it to more rapidly synthesize larger libraries than its competitors, to rapidly produce additional libraries based upon the preliminary screening results that are used to home in on (optimize) the most effective compounds, and to more readily identify the structure of the compounds of interest. The business plan of the company has three emphases: 1) provide other drug/biotech companies with libraries to specs that they can screen for targets unknown to PCOP; 2) enter into partnerships (they already have 7 large ones) to generate libraries for specific, known targets, and 3)generate libraries that can be used in house for PCOP to use in identifying drug candidates. Royalty agreements are put in place for libraries going to other companies and in partnerships; in addition, the libraries use a tagging method that PCOP has to 'read' for the client or partner companies, so they maintain control to a certain extent. The business plan basically allows for multiple sources of revenue that keep the burn rate to a minimum, even though R&D is high. The licensing agreements are less risky but yield less reward if drugs are developed from PCOP libraries, but will permit PCOP to develop in house candidates without pressures for secondary offerings, etc. Based upon the number and size of payments involved in the partnerships, it appears that PCOP's methods are being well-received.

I am not a member of the biotech research community (actually I'm a researcher in the physical sciences), so cannot provide much technical info, but I'll be happy to supply as many details as I know if anyone shows any interest. I am long PCOP.

Good Trading
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179Accelrys beats earnings estimates, but is light on revenue. Orders, the best metuck-7/29/2004
178Forbes Wolfe Nanotech Report Nanosphere Alert Dear Subscriber, We're reiteAV8R-6/19/2004
177Press Release Source: Pharmacopeia, Inc. Pharmacopeia Chairman and CEO to PresAV8R-3/4/2004
176I fixed the symbol. If someone will message me when the name change occurs, I&#SI Dave-2/28/2004
175PCOP changed its symbol to ACCL today.AV8R-2/27/2004
174Pharmacopeia Forms New Research Collaboration With ALTANA Pharma AG PRINCETON, nigel bates-2/3/2004
173company to spin-off drug discovery unit Pharmacopeia announced that it was seplong_money-1/2/2004
172biz.yahoo.com Building up the software business further . . .tommysdad-8/9/2000
171 Was (is) PCOP a George Soro holding ? He dumped loads of other biotech and whatBob Swift-5/14/2000
170 Pharmacopeia (PCOP) 28: SG Cowen upgrades from BUY to STRONG BUY with $45 priceJim Oravetz-5/4/2000
169 Results out yesterday, but why down 25% today ? biz.yahoo.com nignigel bates-5/3/2000
168 Pharmacopeia (PCOP) 32 3/4 +2 5/8: Like the rest of the biotech sector, PCOP haJim Oravetz-4/19/2000
167 Positively mentioned as a kind of value play in today's Briefing.com "Jim Oravetz-3/24/2000
166 People may be surprised by the appreciation in PCOP. Analyst recommendation(strLarry Liebman-1/7/2000
165 PCOP is a biotech profitable 2 strongs indications for short and large price apkermagoret-1/1/2000
164 PCOP up 17% today with no news I can find. Anyone still interested in chiming Tomato-12/31/1999
163 So when do we see PCOP turn a profit...? M.R. Davis-8/3/1999
162 Monday August 2, 4:30 pm Eastern Time Company Press Release SOURCE: PharmacopLLCF-8/3/1999
161 < I could not resist the action in PCOP today and bought in.> Hope you&LLCF-5/3/1999
160 I guess you sold it to me. I could not resist the action in PCOP today and bouElmer Rauckman-5/3/1999
159 < Currently up 47%! > I sold 1/2 of my position today... no complaints.LLCF-5/3/1999
158 David. This is obviously more than -just- an Alex Brown upgrade. Currently up mike head-5/3/1999
157 Can you believe this... BT Alex Brown upgrades and the stock soars 35% in one dLLCF-5/3/1999
156 *OT* That is certainly what we saw with Incyte...I was kicking myself for not cMike McFarland-4/23/1999
155 < I just cant believe how many times a nap get's in the way of a potentLLCF-4/23/1999
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