Biotech Values

[AlohaDan]

Re:SNMX

Here is an old (before IPO) history of the company by USC

http://tinyurl.com/54tya


Lays out both the pros and cons. I suggest looking at risk factors in particular.

Does kind of substantiate Nature comment on IP. One thing left out besides the Aurora and Incyte agreements is another with Sequoia on a smell small molecule. It appears they are pretty aggresive in diving into new compound research. Given the size of their competition they will have to run fast.

Report includes info on market size and competitors that raises some questions.

One interesting speculation is the Nestle agreement(s). Why with Firmenich & Givandan in their backyard did Nestle signup with SNMX? They have to have something there.

I'll keep digging.