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Re: DougS. post# 11240

Monday, 01/12/2004 8:34:56 PM

Monday, January 12, 2004 8:34:56 PM

Post# of 82595
Drug candidates:

Doug offered:

"It was already stated that the drugs that DNAP acquires would be advanced stage candidites meaning they are starting or are already moved into phase 3. Everything after that is speculation as far as I'm concerned."

Doug, I'd be interested in hearing yours and others thoughts on how DNAP might plan on maneuvering itself into this highly sought after position given it's resources.

Companies that have invested much time, effort and resources to get to phase 3 trials surely should have very high expectations for their product and the potential market value. And would feel like they can finally see the light at the end of the tunnel as they approach final testing and its results. At this time, prosperity potentially sits but a mere 8-18 months away and feels well within their grasp. Much like DNAP feels with Retinome and RetinomeHa, etc.

I see trouble ahead for DNAP if this is indeed their vision. I would venture a guess that more probable targets would be clinical drugs that have failed to meet their material end points. It's at this point that companies are facing the realization that their entire investment may never produce anything tangible in the near future. Self doubt sets in. They are more vulnerable. They should be more receptive and open minded to explore the possibilities of a genomics partner that could help turn their stone to diamond.....

I'd also venture a guess that if we are to maneuver ourselves into a phase 2/3 relationship, it will most likely be with someone that Gabriel or Gomez has ties with. But even in this setting, I think it's still unlikely to see them just cut us into the deal in stage 2/3 and more probable in phase 1 or pretrials.

IMO, the market conditions will drive up the cost of potential drugs. Much like the real estate market bubbles of past, they will be in great demand as big pharma recognizes their need to replenish their pipelines with dynamic candidates.

imo.