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Re: biomaven0 post# 120553

Wednesday, 05/25/2011 5:46:01 PM

Wednesday, May 25, 2011 5:46:01 PM

Post# of 257259
In last years biotech charity I had picked a tiny company called Synthetech (NZYM.OB). I didn't own the stock in real life but saw it as a potential protease / polymerase play as they made some API that went into them. At the time I picked them I thought perhaps Vertex/Merck would be clients but it appears Codexis supplies Vertex at least. I did come to suspect Roche was one of their clients anyway the company was acquired. So my long winded way of saying similar to your hedged way of playing it I wonder if there is another round-about way of doing it.

Off hand can't think of much though I don't know maybe if someone knows what type of anointment Vertex is suggesting to docs as palliative care smile.

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