Biotech Values

[y3maxx]

EPIX.....from YMB...

""Frank...re:Biotech Values Message Board..

if they think $100M debt is bad look at SGP debt( couple billion) which MRK just picked up....why because they like them?...hardly!....it's all about FIT and working relationships which I believe GSK/EPIX goes back to 2006 so I would not worry over debt!

I would want to know the real potential of the near term event and the next clinical event! Vasovist is real, marketable and has value! 3140 is in the clinic in P-2b and we await to hear how it is doing.

Speculate all you want but here is a PEARL for you all to contemplate!

http://www.bms.com/static/irdocs/barclay...

check out slide 16 and note the KOSN takeout gave BMY a gamma secretase agonist in AD!They are very pleased to have gotten this little pearl!

EPIX has the only 5-HT4 receptor in the clinic and our drug stimulates the Alpha Secretase Pathway(at least in mamalian animals)! This is little know and a significant potential second mechanism(MOA) that enable 3140 to increase sAPPalpha secretion and reduce Abeta 1-40 and Abeta 1-42 in animals in vivo. It should also do the same in humans and therefore would provide "neuroprotection by increasing sAPPalpha secretion and reduce Abeta generation/toxicity! That is alpha precursor proteins that form the damaging plaques/tangles!

It's all about science baby and EPIX 3140 is a dual mechanism oral agent w/ almost no tox and once a day delivery! It does the most important thing best and that is raise ACh release by waking up sleepy neurons! It does that fast..within weeks not 6 months like Aricept! but it is synergistic w/ aricept in that both work well together and actually compliment one another so that 1+1=3 get it!

Strap on your rocket packs EPIX longs and get ready for the ride of life!""