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mcbio

04/27/13 10:11 PM

#160406 RE: north40000 #160405

DYAX---why did it take such a share price drop Friday? Lucky I still have a small profit.

Kalbitor sales disappointed. So, clearly something to keep an eye on going forward.

Just to edit on capital structure, was just informed DYAX has $80M in debt and Cohen gets the majority of royalties DYAX receives on their partnered programs. Going to be hard for me to consider a position in DYAX with that bad of a capital structure.